Update Date Properties Dynamically Through Workflow
The Deal Workflow currently only has two ways to update a Date Property:
- Static Date - a Fixed Date
- Date of Step - Date when the action was executed
Ask: To be able to update Deal Date properties dynamically in a Workflow, where the close date, start date & end date of a deal will automatically update when a date is in the past. For instance, update a Deal Date property to "20 days from today's date" or "last wednesdays in the month".
These dates should be set immediately and not on the date the action is executed.
Today is 5/16. And there is an active deal with a close date of 5/15, a start date of 6/1 and an end date of 10/1, dates should be dynamically and immediately updated to 1-month out from those original dates through the Workflow. So now close date is now 6/15, start date is 7/1, and end date is 11/1.