I have a custom record with a single select field ...
# suiteflow
b
I have a custom record with a single select field with Cases as the list/record. When one of those custom records gets created, I want a custom date field that's on the Case to get set to when the custom record was created. Can a workflow do this?
s
Sounds problematic as described. What prevents multiple custom records being assigned to the same case?
b
Nothing. The idea is for the field to have the date of the latest custom record creation.
I think I've figured out that it can't be done without a script. I already created the script, and it's working great.
s
Yeah. I was going to suggest that you could create a parent/child relationship and a dynamic field on the Case
b
True, but I need the value to be stored 🤷‍♂️
a
You can make a custom field on the case and it’s value is sourced by a saved search which is the MAX({custrecord_date}). Then have a workflow copy that into another field that has store value= T so it will be stored
b
Would this be a scheduled workflow?
a
Yes
b
Okay, yeah my script does it immediately, so it's better
a
👍
b
Thanks anyway