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What would the validation rule be for the following scenario?

Here are following fields involved.

- Expiration Date - this is a date that is inputted 

- Status of Exception - this is a picklist value, and contains "Approved or Expired"

 

What I want to happen is as follows:

 

If today's date is equal or greater than the field "Expiration Date", then automatically change the Picklist field "Status of Exception" to Expired.

4 answers
  1. Aug 30, 2024, 2:28 AM

    This is great!!!!

    I am a part-time Salesforce Administrator consultant, and don’t have all of the knowledge to all of the great tools that Salesforce offers. So, I really appreciate all of the steps laid out.

    I will try it out, but am getting ready to go on vacation, so I may not be able to start/finish until I return in a week.

    Regards, Dave

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