Auto-populate Expiration Date on an Assembly Build using Workflows

Scenario

User wants to be able to auto-populate the Expiration Date on an Assembly Build transaction to save time from manually inputting the value from time to time.

Solution

To be able to auto-populate the Expiration Date on an Assembly Build transaction, we will need to create a custom field and a workflow.

1. Create a Custom Field

1. Navigate to Customization > List, Records & Fields > Transaction Body Fields > New
2. Label: Enter Expiration Date
3. Type: Select Date
4. Store Value: Remove Checkmark
5. Applies To: Select Assembly Build
6. Click Save

2. Create a Workflow 

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
   • Name: Enter Assembly Build Expiration Date
   • Record Type: Select Transaction
   • Subtab: Select Assembly Build
   • Execute as Admin: Enter Checkmark
   • Released Status: Select Released
   • Keep Instance and History: Select Always
   • Enable Logging: Enter Checkmark
3. Event Definition:
   • On Create: Enter Checkmark
   • On View or Update: Enter Checkmark
4. Click Save
5. Click State 1
6. Bottom right corner: Click New Action
7. Click Set Field Value
8. Basic Information:
   • Trigger On: Select Entry
9. Parameters:
   • Field: Select Expiration Date
   • Value: Select Static
   • Date: Select Current Date
10. Click Save