I am trying to create a workflow that will set the duration of any new service activity scheduled in the month of January (regardless of year) to equal the number entered on a field on a related account record.
For example, a service activity is scheduled with a start date of 1/4/16 for Account ABC. Because this date falls in January, the duration would be updated to whatever value is specified in the custom field on Account ABC.
I am running into three problems when setting this up:
1. I can only select specific dates when specifying a condition on the Start Date field and there is no way to say "any date in any January" that I can find
2. The Duration field does not show on the form when setting up step properties
3. The Customer field does not show up under Look For in the Form Assistant when setting up step properties
Any advice from someone more expert in workflows is greatly appreciated!