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ok, please disregard my second message as well. I added another workflow to keep today's date in the exp close date field whenever the other quote types are selected. Thanks for your help!!😀
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Please disregard my previous post, it works now! Thank you! So one more thing, after i select either quote type contract builder or contract builder developer and the exp date changes as it should, is there a way for the date to go back to today's date if we select any other quote type? For example, if we select quote type…
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Thank you. However when i copied this formula into the set field value action parameter, the exp close date in the quote is still returning 1/31/2022 and not a date 180 days in the future. For more information, the after field edit trigger is triggered on Quote Type. In the condition below, the Quote Type on the quote has…
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I should also add that the workflow is using the client trigger "After Field Edit" on the quote expected close date field and is triggered off of "Quote Type".
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Hi Jack, Im testing this now but i think you are on the right path!