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sagar077 Requirement- If the start date on the quote object is today and subscription term is 12 on the quote object, then the end date (on quote object) should be auto updated to 3/19/2022. I have created workflow rule for that but its not working .
Requirement-
If the start date on the quote object is today and the subscription term is 12 on the quote object, then the end date (on the quote object) should be auto-updated to 3/19/2022. I have created a workflow rule for that but it's not working.
Please help me with this requirement.
If the start date on the quote object is today and the subscription term is 12 on the quote object, then the end date (on the quote object) should be auto-updated to 3/19/2022. I have created a workflow rule for that but it's not working.
Please help me with this requirement.
Greetings!
ADDMONTHS() should work to add the months to the current date to calculate the end date.If the field Subscription term is not the number type then you can use the value method to get the value from the field as suggested here.
https://getawayposts.com/add-months-date-salesforce-formula-addmonths-function
Please mark it as best answer if it helps you to fix the issue.
Thank you!
Regards,
Shirisha Pathuri
Thanks for your Reply.
Subscription term is number Field on the quote object. I did some changes in the workflow it's working fine on edit only.
It not working for Fresh Quote/Source Quote/or Quote type is =Quote
You can see new changes in the photos. Plz, help me with this.