Workflow to update Text and Date fields when a specific field is updated
ello everybody,
I'm trying to figure something out and need some direction.
1) I have a field, let's call it "Legacy Account." It's a plain text field that doesn't integrate with anything in or out of CRMoD.
2) I have a second field and it's called "Data Cleansed by." I want a workflow created on "Data Cleansed by" which will populate with a CRMoD user's Full Name if "Legacy Account" has been given a new value or edited.
3) Come to think of it, I have a third field named "Cleansed Date" which is a Date field. So, whenever "Legacy Account" has been given a new value or edited, both the "