In this article, we will discuss about How to add a Calculated Date on a Date Field with Workflow.
Here I am going to create a new workflow that will trigger on email activity record creation. And it will create a Task with Actual Start Date and Actual End Date. In Actual Start date I will put Current record creation date and in Actual End Date I will put 1-month later date.
So, let's discuss step by step:
1. Create a new workflow e.g. I have created on Email new record creation.
2. Add a step e.g. I have created a new Task in step.
3. Select a Date field e.g. I have selected a field “Actual End”.
4. I want to add 1-month later date, so I am Selecting below Values in Form Assist
• “Month as 1”
• “After”
• “Email” and “Created On”
5. Then click on Add.
6. I am also putting Created on Value inside “Actual Start”.
7. Save and Activate the Workflow.
Now i am going to create an Email record.
After create an Email record, workflow has created a new Task and it is working fine with date values.
Thanks for reading the article. Hope this Article will helpful for you. Cheers!!!
Here I am going to create a new workflow that will trigger on email activity record creation. And it will create a Task with Actual Start Date and Actual End Date. In Actual Start date I will put Current record creation date and in Actual End Date I will put 1-month later date.
So, let's discuss step by step:
1. Create a new workflow e.g. I have created on Email new record creation.
2. Add a step e.g. I have created a new Task in step.
3. Select a Date field e.g. I have selected a field “Actual End”.
4. I want to add 1-month later date, so I am Selecting below Values in Form Assist
• “Month as 1”
• “After”
• “Email” and “Created On”
5. Then click on Add.
6. I am also putting Created on Value inside “Actual Start”.
7. Save and Activate the Workflow.
Now i am going to create an Email record.
After create an Email record, workflow has created a new Task and it is working fine with date values.
Thanks for reading the article. Hope this Article will helpful for you. Cheers!!!