Set the value of Project End Date to when the Project Status is set to Closed

User created a custom entity on the Project record and called it Project End Date. User wants to auto-populate this field with the date when the Project Status is set to Closed.

 

This can be accomplished through SuiteFlow. To do this, perform the following steps:

 

Requirement: Make sure the SuiteFlow feature is enabled (Setup > Company > Enable Features > SuiteCloud tab > SuiteFlow).

 

1. As Administrator, navigate to Customization > Scripting > Workflows > New.

 

2. Settings:

 

            Basic Information:

                       

                        Name: Set Project End Date

                        Record Type: Project

                        Release Status: Released

                       

            Initiation: On Update

 

3. Click Save.

 

4. Click New State.

 

5. Click Save.

 

6. Click State 1.

 

7. Under Actions tab, click New Action.

 

8. Select Set Field Value.

 

9. Settings:

 

            Basic Information:

                        Trigger On : After Field Edit

                        Client Fields: Status

                       

            Condition:

                        Field: Status

                        Compare Type: Any of

                        Selection: Closed

                       

            Parameters:

                        Field: Project End Date (Custom Field)

                       

            Value:

                        Date: Today

                       

10. Click Save.

 

To test, navigate to Lists > Relationships > Projects. Edit a Project and set the Status to Closed. Verify if the Project End Date will populate the current date.