How do I change the default date setting on my Assembly Build forms?

Problem Statement:

Currently my Assembly Build forms have a default date set to the date the form is created, this happens to coincide with the scheduling of the work orders in a third party program that we use along with NetSuite. Is there a way to alter that default date to match the date of completion?

Solution:

Yes – you can do that via custom workflow.

At a high level:

1. Create a workflow to trigger the Edit
2. Create a “Set Field Value” action for the “Date” field and set a formula to {today}
3. Enter a condition in the action for the required Assembly Build status