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
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.