Set the Sales Effective Date to Current Date using Workflow

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:

• Name: Enter Custom Workflow to Set Date
• Record Type: Select Transaction
• Sub Types: Select Sales Order
• Execute As Admin: Enter Checkmark
• Release Status: Select Released

3.Initiation:

• Select Event Based

4.Event Definition:

• On Create: Enter Checkmark
• Trigger Type: Select Before Record Load

5.Click Save

6.Click State 1

7.Bottom right corner: Click New Action

8.Click Set Field Value

9.Basic Information:

• Trigger On: Select Entry

10.Parameters:

• Field: Select Sales Effective Date
• Value:
• Select Date
• Date: Select today

11.Click Save