Before You Begin:
Ensure you have administrator access to CRM Settings and Workflows.
Confirm the Date of Birth and Age fields already exist in the Accounts module.
Make sure you have permission to create and edit workflows.
Steps:
Navigate to Settings → Workflows.
Click New Workflow.
Enter a Workflow Name (e.g., “Auto Update Age”).
Select the Target Module "Accounts"
Select the trigger condition “Account Updated.”
The recurrence should be "Every time conditions are met"
Configure the condition:
Select Date of Birth as the field.
Set the condition to “is not empty.”
Click Add Action.
Select Update Fields as the action type.
A pop-up window will appear, and you should select the following:
Add the "Action Title"
Choose Age as the field to update.
In the value section, select Expression instead of a fixed value.
Configure the expression to calculate age based on the Date of Birth field as listed below
(time_diffdays(birthday))/365
Click Save to confirm the action.
Click Save again to save the workflow configuration.
Expected Result:
When an account record is updated, and the Date of Birth field contains a value, the Age field automatically calculates and updates.
The workflow appears as Active in the Workflows list.
Common Errors:
Age field not updating:
Confirm the workflow is active.
Verify the condition is set to “Date of Birth is not empty.”
Check that the expression is properly configured.
Unable to create workflow:
Confirm you have administrator permissions.
Expression not saving:
Ensure the correct field reference is used in the formula.
Related Resources:
I created an Age field and want it to automatically update based on the Patient's DOB (CRM)
This guide shows how to create a workflow that automatically updates the Age field from the Date of Birth. Once set up, it calculates and updates age whenever the account record is updated and a Date of Birth exists.
Updated this week