Overview
You can create workflows to automatically sync date fields between different tabs or sections within the same module. This eliminates the need for double data entry and ensures consistency across your records.
Before You Begin
Ensure you have administrator access to CRM Settings and Workflows.
Verify that both date fields exist in your module (e.g., "Intake Date" and "Admission Date")
Confirm that your Date/Time field workflows are functioning properly (there was a global bug that has been resolved)
Steps
1. Navigate to Workflows
Go to Settings > CRM Settings > Workflows
2. Create a New Workflow
Click "New Workflow" and configure the following:
Enter a descriptive Workflow Name (e.g., "Sync Intake Date to Admission Date")
Select your Target Module (e.g., "Intake Opportunities")
Set the trigger to activate when the source date field is updated
3. Set the Trigger Condition
Configure the workflow to trigger when either date field is updated:
Set condition: "Intake Date" is not empty OR "Admission Date" is not empty
This allows the sync to work in both directions
4. Add the Sync Action
Click "Add Action" and select "Update Fields":
Choose the target date field you want to populate
Set the value to reference the source date field
For bidirectional sync, you may need to create two separate workflows
5. Save and Activate the Workflow
Click "Save" to create the workflow and ensure it's set to "Active"
Verification / Expected Result
After setting up the workflow:
When staff updates the date in either field, it automatically populates in both locations after saving the record
Data consistency is maintained across tabs without manual double entry
The workflow triggers immediately when the record is saved
Troubleshooting / Common Errors
Date field not syncing:
Confirm the workflow is set to "Active"
Verify that field names in the workflow match exactly with your module fields
Check that the Date/Time workflow bug has been resolved (this was a global issue affecting Date/Time field updates)
Workflow triggering incorrectly:
Review your trigger conditions to ensure they're set properly
Test with a sample record to verify the sync behavior
Fields showing incorrect dates:
Ensure you're mapping the correct source and target fields
Verify that the field types are compatible (Date to Date, not Date/Time to Date)
💡 Tips & Notes
⚠️ Important: There was a global bug affecting Date/Time field workflows that has been resolved. If you experience issues, contact support to confirm the fix has been applied to your instance.
💡 Tip: For bidirectional syncing (updates work from either field), consider creating two separate workflows or use appropriate conditional logic.
✅ Best Practice: Test the workflow with sample data before rolling out to your team to ensure it works as expected.