Document Actions
Trigger a Date Change
When the status of a Matter is changed, a date field can automatically change, too.
You can create a Trigger to change a date field, such as Due Date, to a specific date when a status field is changed, such as when a Tax Return Status field is changed to Extended. The fields must be in the same record.
To set up the trigger, go to:
File | Setup | Templates | Trigger
Click on a tab for a form (e.g. Matter)
Add a Trigger.
Fill out the options as they are in this diagram:
The entry in the Actions area is filled in by clicking Add and choosing options.
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