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Topics#Data ManagementWillie Mullen's Question
Willie Mullen asked in #Data Management
Aug 22, 2012, 2:55 PM

Field update during Acct. creation

I have a custom date/time field in my Acct. Object that updates whenever the Account Status field is changed. But it doesn't populate when the Account is initially created. How can I change the rule so that the date autopopulates once conversion from a Lead is complete? Here is the WFR I have already in place that I'd like to add to:

 

Field update during Acct. creation
6 answers
  1. Austin Nordman (Unemployed)
    Aug 22, 2012, 3:04 PM
    The rule criteria needs to be changed to allow for the new record.  Since the status isn't actually being changed, it is simply being filled in for the new record.  I would simply use

     

    AND(

     

    ISBLANK(date/time Field),

     

    ISCHANGED(Account_Status__c)

     

    )
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