Can you please help me with the following workflow.
I want the Data Req Start Date field and the Data Req End Date field to update.
The Data Req End Date field is dependent on the Kickoff Call End Date field. Which is auto populated by another workflow rule.
AND(
OR(
ISNEW(),
ISCHANGED(Kick_off_Call_End_Date__c )
),
NOT(ISBLANK(Kick_off_Call_End_Date__c))
)
And then I did field updates:
Field Update 1 on Data Req Start Date
Kick_off_Call_End_Date__c +1
Field Update 2 on Data Req End Date
Kick_off_Call_End_Date__c +
CASE(
MOD( Kick_off_Call_End_Date__c - DATE( 1900, 1, 7 ), 7 ),
5, 17,
15)
I did activate the workflow.
When I create a new opportunity - I do not see the Data Req Start Date or End Date being update - they are blank. What am I missing?
Thanks,
CS
4 answers
1. Is the Kick_off_Call_End_Date__c getting populated?
2. Can you make sure that there is no other workflow rule/process/apex on the object that might be clearing out the two date fields?
3. Can you post screenshots for the Kick_off_Call_End_Date__c workflow rule?4. Temporarily change your WFR criteria to be just:
TRUE
Above needs to be done for the Data Req Start Date WFR.
And now test with a new Opp record. We can then narrow it down to the criteria at least.
