I tried to write a simple business rule on the Quote Form so that the if the Effective From date does not contain data, then to set it to today and set EffectiveTo to today +30. Since Today is not available with a BusinessRule, I would have been satisfied to use CreatedOn as the base. Sounds simple, but produces not result whether the Creation process is initiated from an Opportunity or from a Quick Create form.
Then I tried a Workflow to execute on Quote Creation and the only step is to Update the Record with the Process Execution Time. But again the dates do not get populated..
What i am missing?
