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

Scenario

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

Navigate to Customization > Workflow > Workflows > New

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

Event Definition:

On Create: Enter Checkmark

On View or Update: Enter Checkmark

Trigger Type: Select -All-

Click Save

Click State 1

Bottom Right Corner: Click New Action

Click Set Field Value

Basic Information:

Trigger On: Select After Record Submit

Condition: Click Open icon

Record: Select Old Record

Field: Select Destination Location

Compare Type: Select none of

Value Field: Select Destination Location

Parameters:

Field: Select Custom Date Field

Value: Select Date radio button

Date: Select Today

Click Save

Leave a comment

Your email address will not be published. Required fields are marked *