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Robby Buttery Need help with a custom formula field
Hey all,
Posted about this a while ago, but still never got a real answer. Please help if you can!
We have a Date field in our Contact records - "Date of Training"
We want to build a Checkbox field in the Account level that looks at all of the Contacts related to that Account, and if there is a Contact trained in the past 6 months, then the box will be checked. If there is no Contact in the Account trained in the past 6 months, the Checkbox will be unchecked.
Can anyone help with this?
Posted about this a while ago, but still never got a real answer. Please help if you can!
We have a Date field in our Contact records - "Date of Training"
We want to build a Checkbox field in the Account level that looks at all of the Contacts related to that Account, and if there is a Contact trained in the past 6 months, then the box will be checked. If there is no Contact in the Account trained in the past 6 months, the Checkbox will be unchecked.
Can anyone help with this?
Hi Robby,
You can't do this with formula field as far a I know. You need to execute onee time script to update the previous records and trigger to handle future records.