With the help of workflow automation, you can set the expiry date of an estimate automatically to assign the value of “Today (Estimate date) + 30”.
First, a "field update" needs to be created.
- Move to Settings > Automation > Field Updates > +New field update;
- Name: Give a suitable name ; Module: Estimates;
- Update: “Expiry date”.
After this choose the “Set relative date” option;
- Set the relative date to be “30 days after Execution date”
Now, a workflow has to be created to trigger this field update.
- Head on to Settings > Automation > Workflow rule > +New Workflow rule;
1. Name your workflow
- Name: Give a suitable name; Module: Estimates.
2. Choose when to Trigger
Workflow type: Event-based
When an estimate is: Created
3. Filter the triggers
You can leave this blank since we need to get this triggered for all estimates.
4. Actions
Type: Field Updates
Name: Pick the field update created earlier.
Finally, save the workflow.
Attention: The only thing to be noted here is, the above workflow would hold good only when the estimate date is set as today. If you try to create back-dated estimates, the “Expiry date” will assume a value 30 days from the date on which you are creating the estimate and not the date mentioned as “Estimate Date”.