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Can someone please help with this field update?

 

I need a field to be updated with the prior value of the Close Date field when the Close Date on an Opportunity changes.

 

 
4 answers
  1. Sep 30, 2016, 7:09 PM

    Create a workflow rule and field update like this:

    • Object: Opportunity
    • Evaluation Criteria: created and everytime it's edited (2nd option)
    • Rule Criteria (select formula):

    ISCHANGED(CloseDate)

     

    • For the immediate action, Field to Update: Custom Date Field
    • Value: Select formula to set new field value:

    PRIORVALUE(CloseDate)

     

    • Save, Done and Activate.
    • That's it.
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