Set Initial Value

Hi Jen,

In order to do that for existing work items you'll have to iterate through existing work items using a scheduled workflow rule. Create a new SWR on the work item level and set it to run once year (or just disable it after it worked). Put in the evaluation criteria $C_CUSTOMFIELDNAME=NULL . In the action update the field based on the same logic that you have for the default value.

Please let me know you you were successful.

Thanks!
Tamir

The SWR worked great when I put no restrictions on it. For whatever reason it wasn't seeing the field as NULL so it never updated with criteria. Thanks for the help!

Glad to help!