Before You Begin
Ensure you have administrator access to CRM Settings and Workflows
Verify that you have an Age field in your module (if not, you'll need to create one first)
Make sure you have permission to create and edit workflows
Steps
Create an Age field (if it doesn't exist):
Go to Settings > CRM Settings > Module Management > Module Layout and Fields and add a Number field called "Age" if you don't already have one.
Navigate to Workflows:
Go to Settings > CRM Settings > Workflows
Create a New Workflow:
Click "New Workflow"
Set Workflow Details:
Enter a descriptive Workflow Name (e.g., "Auto Calculate Age from DOB")
Select your Target Module (e.g., "Accounts", "Leads", etc.)
Set recurrence to "Every time conditions are met"
Choose the trigger condition: "Date of birth" Is not empty
Add the Workflow Action:
Click "Add Action"
Select "Update Fields" as the action type
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Configure the Field Update:
Add an "Action Title" (e.g., "Calculate Age")
Choose "Age" as the field to update
In the value section, select "Expression" instead of a fixed value
Enter the Age Calculation Formula:
In the expression field, enter the following formula:(time_diffdays([{Accounts.Date of Birth}]))/365
NOTE: Replace "[Date of Birth]" with the exact name of your date of birth field as it appears in your module.
Save the Action:
Click "Save" to confirm the expression update.
Save the Action:
Click "Save" to confirm the field update action.
Save the Workflow:
Click "Save" again to save the entire workflow configuration.
Verification / Expected Result
After setting up the workflow:
The workflow appears as "Active" in your Workflows list
When a record is created or updated with a Date of Birth value, the Age field automatically calculates and updates
The age will be calculated as the difference between the current year and the birth year
Troubleshooting / Common Errors
Age field not updating:
Confirm the workflow is set to "Active"
Verify the trigger condition is set to "Date of Birth" is not empty
Check that the field name in the formula exactly matches your Date of Birth field name
Ensure the expression syntax is correct: (time_diffdays([{Accounts.Date of Birth}]))/365
Unable to create workflow:
Confirm you have administrator permissions
Verify both Age and Date of Birth fields exist in your module
Formula not saving:
Double-check that you're using "Expression" instead of a fixed value
Ensure the Date of Birth field name is spelled exactly as it appears in your module