Looking for help on setting an expiration date (cu...
# generala
Amber Thompson
10/09/2020, 4:31 PMLooking for help on setting an expiration date (custom field). Date should expire on May 31, annually.
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Mike
10/09/2020, 4:37 PMWhat help do you need?
Mike
10/09/2020, 4:38 PMWhat record are you putting this on?
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Amber Thompson
10/09/2020, 4:38 PMits a transaction (sales order)
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Mike
10/09/2020, 4:39 PMAnd the date is may 31st on all sales orders?
Mike
10/09/2020, 4:39 PMor just an example?
Mike
10/09/2020, 4:41 PMNot sure what you are looking to do, but I would guess that adding the field to the form, and then a simple workflow to set field value to what you want. And then if you want something to occur if it’s past may 31st, then add that into the workflow.