Set the Value of Project End Date to When the Project Status is Set to Closed

Scenario

Show when a Project is set to Closed. In order to do this, a Custom Entity Field must be created on the Project Record to auto-populate this field with the date when the Project Status is set to Closed.

Solution

1. Create Custom Entity Field
1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
2. Label: Enter Value
   Example: Date Closed
3. ID: Enter Value
4. Type: Select Date
5. Store Value: Remove Checkmark
6. Click Applies To
• Job: Enter Checkmark
7. Click Display
   • Subtab: Select Main
   • Display Type: Select Inline
8. Click Save
   
   
2. Navigate to Customization > Workflow > Workflows > New
1. Basic Information:
• Name: Enter Value
• Record Type: Select Project
• Execute As Admin: Enter Checkmark
• Release Status: Select Released
• Initiation: Select Event Based
2. Event Definition:
• On Create: Enter Checkmark
• On View or Update: Enter Checkmark
• Trigger Type: Select Before Record Load
3. Click Save
4. Click State 1
5. Bottom right corner: Click New Action
6. Click Set Field Value
7. Basic Information:
• Trigger On: Select After Field Edit
• Triggering Client Fields: Select Status
8. Condition: Click Launcher icon
9. Field:
• Select Status
• Compare Type: Select any of
• Selection: Select Closed
10. Parameters:
• Field: Select Custom Field from Step 1
• Date: Select Date Today
11. Click Save