I've created a Custom field (a checkbox) on the Account object, which I've enabled Field Tracking History on, as we need to know know checked/unchecked the box & when they did it.
So people can see that at a quick glance (& not adding the Account History Related list to the page layout to give this info) I'd like to have the username + date/time displayed next to the field on the page layout (with the details being pulled from the Field Tracking History being generated in the Account History object). Is that possible? Many thanks! Doogie
3 answers
Hi Doogie, you will need to do the following to accomplish this:
- Create two custom fields, "Field Name Edited Date" and "Field Name Edited By"
- Create a workflow rule using the "ISCHANGED" function in the formula critera so ISCHANGED(Checkboxfieldapinamehere), make sure the evaluation criteria is set to created, and every time it’s edited.
- Create two field updates on this workflow that will update the two fields you created in step 1
- Activate your workflow.
This is the only way to get this without adding the field history related list, although i would suggest just adding the related list if all you need to do is see it.
