Create a Workflow to Capture the Date and Time When a Field Is Changed

There are cases when users want to set a date and time value to a custom field whenever the To Location field in Inventory Transfer transactions is changed. 

Solution

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

• Name: Enter Set Date & Time Value
• Record Type: Select Transaction
• Sub Types: Select Inventory Transfer
• Execute As Admin: Enter Checkmark
• Release Status: Select Released
• Initiation: Select Event Based

1. Event Definition:

• On Create: Enter Checkmark
• On View or Update: Enter Checkmark
• Trigger Type: Select -All-

1. Click Save
2. Click State 1
3. Bottom Right Corner: Click New Action
4. Click Set Field Value
5. Basic Information:

• Trigger On: Select After Record Submit

1. Condition: Click Open icon
2. Record:

• Select Old Record

1. Field:

• Select Destination Location
• Compare Type: Select none of
• Value Field: Select Destination Location

1. Parameters:

• Field: Select Custom Date Field
• Value: Select Date radio button
• Date: Select Today

1. Click Save