Populating Date field if two fields match
I am wondering if I can populate a date field if two other fields match? I have a form where there is a checkbox if a "Coaching session" occured. There is also a field for the "Topic" of the coachi...
Forum Discussion
Ok not sure if you saw my other attempts...Here is my search record step:
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Brian Dunk
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Your most recent attempt looks good to me. I personally have always changed checkbox fields form 'Is Set' to 'Is' and type in my own value of 'Yes' - no real reason though.
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Chayce Duncan
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Ok so I have turned on the Pipeline and also added a Date/time field called "Coaching_Pipeline_Date" for the Pipeline to populate when the Check box is checked and a date is in the "Coaching_Counsel_Date" field which is a formula Date/Time field that is populated with the record creation date when the checkbox is checked. The pipeline is not working. Do I have the trigger configured correctly?
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Brian Dunk
------------------------------Is the Pipeline not firing / running or is it running and just not doing what you want it to do. Your trigger is just on add with no filters so right/wrong it's not the issue.
If you evaluate the steps in the activity - is it picking up records in the search?
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Chayce Duncan
------------------------------I think it is finding records. However, i don't think I have spelled out properly what exactly I want it to do?
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Brian Dunk
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