Set Value List not working
1. Trying to set a value when the Next Review Date is <= (or) = Today(). This is calculated field & Private
2. Edit Required? Field has 3 options. This Field is Public.
3. Annual Review Reset
So my DDE says,
Next Review Date - Current - day
Set Edit Required value is Annual Review Reset
Which is not working. Help me please!!!
Ragu just to level set; DDE do not run in the background. A user has to physically edit the record for the DDE to trigger.
With that said, there is no reason to make Next Review Date private being it's a calculated field. If you do not wish the users not to see the field create a DDE with an ACL to hide the field.
Also make sure that the Next Review Date field is on the layout.
You could use an "if-else" formula to the values list field instead of DDE for automatic calculation. If you are using Archer platform version 6, you can set a daily calculation frequency in the field option; else if you are still on version 5, you may need to set an A2A data feed that calculates records of that application on a set frequency (may be daily).