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Topics#Sales CloudAmin Ahcene 的问题
Amin Ahcene 提问于 #Sales Cloud
2021年12月7日 10:49

Add A default date with an other date field

Hello everyone , 

I want to achieve the following:

Have DATEA__c as default date of DATEB__C

DATE__C should be modifiable if user wants.

 

Thanks in advance for your advices 

 

Best 

1 个回答
  1. Suraj Tripathi (Cloud Analogy)
    2021年12月7日 10:54

     Hi Amin ahcene,

     

    You just have to do that create a process builder and you can update your desired field with the date field and make sure your process builder is fire only when a record in insert for that Below image will help you.

    Hi Amin ahcene, You just have to do that create a process builder and you can update your desired field with the date field and make sure your process builder is fire only when a record in insert for

    In criteria just select 'No criteria—just execute the actions!' radio button like below image

    20zUQAQ-0EM3A000001eh2HWAQ.png

     

    In 'IMMEDIATE ACTIONS'  select update records in  "Action Type"

    Now you can update your date field like below image.

     

    Screenshot_7.png

    After that save & Activate the Process.

     

    Hope this helps you! If it does, please mark it as Best Answer if my reply was helpful. It will make it available for others as the proper solution.

    Thanks and Regards

    Suraj

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