When the user checks off this checkbox, I want the following fields which may have been populated earlier to be cleared. I am not sure how to implement this. Would appreciate some guidance. Thanks!
These are the fields that need to be cleared:
1. Rpr Start Date (date field)
2. Rpr End Date (date field)
3. Source 1(picklist)
4. Source 2 (picklist)
5. Owner (text)
6. Gen Date (date field)
7. QC Date (date field)
8. Date 1 (date field)
9. Date 2 (date field)
10. Date 3 (date field)
5 answers
Just a simple Process would work here. The Process would fire when a record is created or edited. The Process criteria would check if 'Clear All Fields' checkbox is set to True and then have an Update records action that sets all the above fields to NULL.
Add another Update records action to the same Process to uncheck this 'Clear All Fields' checkbox so that it is functional again for the next run,
