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Topics#FormulasRachel Linder's Question
Rachel Linder (Insight Investments, LLC) asked in #Formulas
Jul 13, 2015, 8:26 PM

Use a Workflow Rule to Perform a Picklist Field Update Based on a Date Field

I have a formula field called Revenue date field that is calculated based on 10 business days after a date being put into a field called submitted date. Once that revenue date hits that 10th day it populates the revenue date with a date. i would like to write a workflow rule that does a field update of a picklist field off of this revenue date field. I would like to update that picklist field from Submitted to Completed on that 10th day. Currently the way I have it written is the following:

WORKFLOW RULE:
  • Evaluation Criteria: Evaluate the Rule when a record is created, and any time it's edited to subnsequently meet critera
  • Rule Criteria: Business_Day_Count__c<=TODAY()
  • Time-Dependent Workflow Actions: 0 Days After Submitted Date

This isn't working...It looks like it should.

Any ideas on where to correct this?

Thnaks.

R-

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