Compare Date Fields Between Two Different Records via Workflow's Visual Builder

Scenario

A Custom Sales Order Workflow was created to compare two date fields. The date fields were used on a Set Field Value action as a condition wherein if the Workflow Date field is greater than or equal to the Transaction Line Item Date field, then it will check a checkbox after the record was created.

Solution

The solution is to create a Custom Transaction Line Field that will source the date value from the Item record and use it instead of a Workflow Field.

1. Create the Custom Transaction Line Field
   1. Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New
   2. Enter the following criteria:
      • Label: Enter Label (e.g. Test Item Date Field)
      • Type: Select Date/Time
      • Store Value: Enter Checkmark
      • Under Applies to tab, mark the Sale Item checkbox
      • Under Sourcing & Filtering tab, add the following:
        1. Source List: Select Item
        2. Source From: Select Date Created
   3. Click Save
2. Modify the Custom Sales Order Workflow
   1. Navigate to Customization > Workflow > Workflows
   2. Edit the desired Custom Sales Order workflow
   3. Double-click State 1
   4. Click the existing Set Field Value for the date field
   5. Edit the condition by clicking the Arrow icon at the right
   6. Enter the following criteria:
      1. Field: Select Date
      2. Compare Type: Select greater than
      3. Value Field: Select Test Item Date Field
      4. Click Add
      5. Click Save
   7. Click Save