Stamp today's date when a status changes
Set a date field automatically the moment a status field is changed — Field Value Updated trigger, Update Date Field with Today's Date action — so nobody has to remember to type the date, and the value is always the real one.
Before you begin
- The document type has the status field to watch and a Date field to fill (add one under the Fields tile if not)
When you're done, changing a document's status to the value you chose writes today's date into a date field automatically — a reliable "when did this happen" you can search and report on.
- Trigger
- Content Field Values › Field Value Updated in this Document TypeField: Status · Field Evaluation: Selected Field Value(s) · Approved
- Action
- Content - Update Date Field with Today's DateField: Approved Date
- Rule
- "Status set to Approved → stamp date", enabled
Build the trigger
Go to Administration > Catalogs & Document Types, pick the Catalog and Document Type, click the Workflow tile, then Triggers > New Trigger.
Type:
Content Field ValuesandField Value Updated in this Document Type. Trigger Name:Status changed to Approved.
Field: the status field. Field Evaluation:
Selected Field Value(s), and choose the value that should stamp the date.
Click Save.
Build the action
Click Actions > New Action.
Type:
Content - Update Date Field with Today's Date. Action Name:Stamp Approved Date.
Field: pick the date field. Only Date-type fields are listed; if yours is missing, it was created as text — add a real Date field under the document type's Fields tile.
Click Save.
The action updates a field, and updating a field is itself an event. If the date field is also watched by a trigger, or your trigger watches "any field" rather than the status field, you can build a loop. Content Central warns about a Possible Self-Triggering Loop when it can see one; the safe habit is one specific field on the trigger and a different field on the action.
Wire the rule
Click Rules > New Rule. Rule Name:
Status set to Approved → stamp date.
Add Trigger:
Status changed to Approved. Add Action:Stamp Approved Date. Apply.
Test it
Open a test document's properties and change the status field to the value you chose.
Reopen its properties.
What you should see: the date field now holds today's date, and View History shows the workflow rule. Change the status to something else and back to confirm it re-stamps (it writes today's date each time the condition is met — see Variations if you only want the first date kept).
Variations
| Want this instead | Change this |
|---|---|
| Keep the first date and never overwrite it | Add a second trigger on the same rule with Use Multiple Triggers and Combine Method: AND: Content Field Values › Field Value Updated in this Document Type, Field: the date field, Field Evaluation: Selected Field Lacks Value |
| Stamp the received date on capture instead | Trigger Content Capture › Content Captured in this Document Type; same action |
Write a fixed value instead of a date (for example set Priority to Normal) | Action Content - Update Field with Field: and Field Value: |
| Stamp a date when a document is approved by a person, not by a field | Trigger Approval Processes › Movement on Process, Process Evaluation: Approval by Final Member (recipe) |
| Compute a range or merge values instead | Actions Content - Calculate Field-Value Range and Content - Merge Field Values (recipe) |
