Set the Sales Effective Date to Current Date using Workflow

Scenario

Set Sales Order's Sales Effective Date to today's date via Workflow

Solution

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
• Name:Enter Custom Workflow to Set Date
• Record Type:Select Transaction
• Sub Types:Select Sales Order
• Execute As Admin:Enter Checkmark
• Release Status:Select Released
3. Initiation:
• Select Event Based
4. Event Definition:
• On Create: Enter Checkmark
• Trigger Type: Select Before Record Load
5. Click Save
6. Click State 1
7. Bottom right corner: Click New Action
8. Click Set Field Value
9. Basic Information:
• Trigger On: Select Entry
10. Parameters:
• Field: Select Sales Effective Date
• Value:
• Select Date
• Date: Select today
11. Click Save