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Blake Carrera 4 Set date field through formula for July 1 of next year
I currently have a requirement where I need to set up a workflow or process. When an Opportunity is marked as Closed Won, a custom date field on that Opportunity (Renewal_Date__c) should populate as 7/1/20xx (whatever the next year is).
Does anyone have any hints as to the formula I should use here?
Does anyone have any hints as to the formula I should use here?
Greeting to you!!
You can use the below formula:
This formula will update the year value as next year of the current year and month value as 7(i.e.July) and day value as 1.
Let me know if it suffice your requirement. If yes, then mark it as the best answer so it can also help others in the future.
Many Thanks,
Sunil Rathore
All Answers
DATE( YEAR(DATEVALUE( ClosedWonDateTime )) + 1,07,01)
so 1/13/2019 ---> 7/1/2020
so 7/13/2019 ---> 7/1/2020
logic is adding 1 year to the date, so we get to next year only - means renewal could be between 18 and 6 months away
or
DATE( YEAR(DATEVALUE( ClosedWonDateTime + 185 )),07,01)
so 1/13/2019 ---> 7/1/2019
so 7/13/2019 ---> 7/1/2020
logic is adding 185 days to the date, so we get to next year where the close date is in the second half of the year, so renewal is no more than 1 year away, but could be as short as 1 week , where the renewal is to happen at the end of the FY
You could do a process builder and do a field update using one of the above, or some variation depending on the exact rules for the renewal.
Regards
Andrew
Greeting to you!!
You can use the below formula:
This formula will update the year value as next year of the current year and month value as 7(i.e.July) and day value as 1.
Let me know if it suffice your requirement. If yes, then mark it as the best answer so it can also help others in the future.
Many Thanks,
Sunil Rathore
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