IF ( [Task].IsConnect__c = TRUE,
[Task].Lead__c.Last_Connect_Date__c = TODAY(),
""
)
'IsConnect' is a checkbox field that gets checked automatically from a different field called 'Disposition', which is a required field.
What I want to do is if 'IsConnect' is checked, I want the 'Last Connect Date' date field to be updated to TODAY(), and if it's unchecked, don't update the field.
4 answers
I ended up not using a formula for this one. In the Criteria, I did a condition:
[Task].IsConnect__c equals Boolean TRUE
Then the action was:
[Task].Lead__c.Last_Connect_Date__c equals TODAY()
