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OleGoRules
Reset a formula field end of every year
Hey guys, I have created a formula field to reflect the activity status with an LED. The formula works, but I would like LED to reset to red at the end of every year. Any help would be highly appreciated.
Last Activity is a custom field that captures the SF modified date on Booked__c, Events__c and In_Person__c are all custom number fields.
Data TypeFormula
IF(Last_Activity__c = null, IMAGE('/img/samples/light_red.gif','Red'), IF( Booked__c >= 1, IMAGE('/img/samples/light_green.gif','Green'), IF( OR(In_Person__c >=1, Events_Attended__c >=1), IMAGE('/img/samples/light_yellow.gif','Yellow'), IF( OR((In_Person__c >=1), (Events_Attended__c >=1), AND(Booked__c >= 1)), IMAGE('/img/samples/light_green.gif','Green'), IMAGE('/img/samples/light_red.gif','Red') ) ) ) )
Last Activity is a custom field that captures the SF modified date on Booked__c, Events__c and In_Person__c are all custom number fields.
Data TypeFormula
IF(Last_Activity__c = null, IMAGE('/img/samples/light_red.gif','Red'), IF( Booked__c >= 1, IMAGE('/img/samples/light_green.gif','Green'), IF( OR(In_Person__c >=1, Events_Attended__c >=1), IMAGE('/img/samples/light_yellow.gif','Yellow'), IF( OR((In_Person__c >=1), (Events_Attended__c >=1), AND(Booked__c >= 1)), IMAGE('/img/samples/light_green.gif','Green'), IMAGE('/img/samples/light_red.gif','Red') ) ) ) )
You can write a process using process builder to trigger on the date field, create a date field called "LED reset date" populate it with 31/12/yearof today, to set the Last_Activity__c as null. Which in turn update the LED image.
Hope it helps
RD