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Topics#Data ManagementDea Simon's Question
Dea Simon (brightwheel) asked in #Data Management
Dec 10, 2019, 4:01 PM

How to calculate the first distributed date...@SteveMo?!

We are using Distribution Engine to distribute our leads both into queues ( as needed ) and to users.  There is a LAST DISTRIBUTED field that populates automatically when the engine distributes the lead but we need to know when the lead was first distributed.

 

I created a date/time field for First Distributed and need to figure out this logic into a formula:

 

First Distributed field should be populated (date/time) when the First Distributed field is NULL && the owner changed from a queue to a user.
1 answer
  1. Deepak K Anand (‎‎‎‎‎‎Zoom Communications, Inc.)
    Dec 10, 2019, 4:09 PM

    Try creating a Workflow Rule + Field Update like this - 

    1. Setup | Create | Workflows & Approvals | Workflow Rules
    2. Select the object: Lead
    3. Set the Evaluation Criteria: created and every time it's edited [2nd OPTION]
    4. Set the Rule Criteria: formula evaluates to true
    5. Formula: 

      AND(
          LEFT(PRIORVALUE(OwnerId), 3) = "00G",
          LEFT(OwnerId, 3) = "005",
          ISBLANK(First_Distribution_Date__c)
      )
    6. Click Save & Next
    7. Click Add Workflow Action from under the section Immediate Workflow Actions
    8. Select Field Update
    9. Select the Field to Update: First Distribution Date
    10. Select Use a Formula to Set the New Value
    11. Formula: 

      TODAY()
       

      Note: If this is a Date/Time field, use NOW()
    12. Click Save
    13. Hit Done
    14. Activate

    That should do it.

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