Add workflow rule criteria to update checkbox if text field was last edited more than 6 months ago

Question

I need to check last edited date as part of rule criteria on a custom field.

I need the workflow rule to check when the field was last populated - if it was updated (with text) more than 6 months ago a checkbox will need to be selected automatically. I'm ok with the last bit - I just don't know what criteria/ options to select for the first bit - does SF record when the field was populated?

EDIT: Added the following rule:

AND(NOT( ISBLANK( general_note__c ) ),ISCHANGED( general_note__c ))

but still cant work out how to add the 6 months criteria to it...

Answer 1

Create an additional field to track the last time the field was changed, Time/date update Field 1. Anytime Field1__c is changed you'll need to update the corresponding Time/date update Field 1.

When you do your check for field1, you'll need to include the time/date field. Therefore check for:

isChange(field1) && (Now() - Time/date update Field 1) > 180)

Answer 2

This can be achieved by using time trigger actions in workflow. Whenever the text field is changed you can add a time trigger to update the checkbox to True with time as "Trigger Date + 6 Months". So that, this action will be scheduled to execute at 6 months later. Meanwhile, if any user changes the text field, then salesforce will automatically removes the existing scheduled action and will create new one. So that, your checkbox will be be updated to True after 6 months if text field value is not changed.