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
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.