I searched for this extensively with no luck for our particular issue.
We are trying to build a workflow to deal with some peculiarities around how ClickDimensions handles Posted Form data for Lead or Contact records that it creates versus ones that already exist in the database.
The problem right now is we need a workflow to compare the "Created On" date of the Posted Form record to the "Created On" date of the linked Lead/Contact.
1. If the Lead/Contact are new and were created AFTER the Posted Form record was created, reassign the Lead/Contact to the owner of the Posted Form data (in a different business unit)
2. If the Lead/Contact already existed in the system, and were created DEFORE the Posted Form record, don't reassign ownership, because this puts it in the wrong Business Unit. Instead, send an email to the owner of the posted form telling them the record already exists, but they can't have it reassigned.
The reason why this happens is each of our Business Units represents a different Agency in Big Brothers Big Sisters. Each is a siloed business unit in their own community across Canada, and we can;t have people snatching records from each other automatically. It's a long story.
What we can't figure out consistently is how to write the Check Condition logic to compare the two Created On date fields. WE have <=, >=, On or Before, Not on, On or After, and more... The crux to this is if those comparisons are just look at Created On as a Date field. or if it is looking at it as a Date/Time field. That makes a big difference between whether we have a whole day to work with, or if records are being compared to the second.
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Peter Gulka
National Director, Information Solutions & Data Analytics
Big Brothers Big Sisters of Canada
Burlington ON
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