Does anyone know how to make the Memo Date Field attached to Invoice Tracker reflect the date saved verses the original memo date which is static? An example of this would be a memo that was originally saved on 03/14/2018 but had the comment updated today. I want the Memo Date Field to reflect today to use in a dashboard.
You could do this with a Data Directive on the Memo table.
Create the directive and use Set Field to set the MemoDate of the updated row to the BpmFunc.Now() expression.
However, I highly recommend you apply some filtering conditions so this action doesn’t apply to all Memos unintentionally. Or, better yet, create a UD column on the Memo table (call it something like LastModified_c) to capture this data separately and use that in the dashboard.
This will work for what I need. I was not sure how a Memo would handle a BPM. Thanks.