Initializing Effective From / Effective to Quote Fields upon loading

(0) Share

Report

Posted on by RGBeauchemin

I tried to write a simple business rule on the Quote Form so that the if the Effective From date does not contain data, then to set it to today and set EffectiveTo to today +30. Since Today is not available with a BusinessRule, I would have been satisfied to use CreatedOn as the base. Sounds simple, but produces not result whether the Creation process is initiated from an Opportunity or from a Quick Create form.

Then I tried a Workflow to execute on Quote Creation and the only step is to Update the Record with the Process Execution Time. But again the dates do not get populated..

What i am missing?

0044.Business-Rule.png 7382.Workflow.png

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (1)

Sort by

Suggested answer

Gary Letter 1,267 on at

Like (0)

Report
Copy link

Link copied!

For the Business Rule, try added the Created On field to the Quote form. It can be a hidden field, but it has to be on the form for the Business Rule to interact with it.

Was this reply helpful? Yes No
Verified answer

RGBeauchemin 55 on at

Like (0)

Report
Copy link

Link copied!

AH!

Thanks a lot

that works now

Was this reply helpful? Yes No
Gary Letter 1,267 on at

Like (0)

Report
Copy link

Link copied!

Glad to help. Please mark the answer as verified if it resolved your issue.

Thanks,

GCL

Was this reply helpful? Yes No