I have two fields: Turnover and Turnover Date. The 'Turnover Date' is a formula field which needs to be automatically populated when the 'Turnover' field is changed/updated. Is there anyway to achieve with formula, or should I go for workflow rule?
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Is it a formula in SFDC or by formula you means it is a field that is calculated and does not require user input.– manjit5190Mar 2, 2021 at 13:39
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it is a read-only formula field and does not require user input– Hari HaMar 2, 2021 at 13:44
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Then, It depends on how is the calculation done. What is the logic for the calculation?– manjit5190Mar 2, 2021 at 13:45
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there is no calculation logic. I want to capture the date whenever the turnover field is updated/changed.– Hari HaMar 2, 2021 at 13:46
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1 Answer
I understand your question to mean that Turnover Date should reflect the last date/time that Turnover was changed. This cannot be done on a formula on its own.
A workflow rule, process builder or flow can do the trick (if Turnover is changed, update Turnover Date to current time), or you can enable history tracking for the Turnover field.
answered Mar 2, 2021 at 14:31
