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catharsis50
Campaign Status formula field
I wanted to get some help or pointed in the right directioin regarding having the campaign status field update pending the current date and the start/end date of the event. If the event starts on 2/27/2012 and ends 2/29/2012 and it's 2/26 the field would remain in planned status, when the two date fields match on the 2/27 through t2/29 it would read in progress and after 2/29 it would update to completed.
Thanks!
HI,
Use the below formula fields..
IF( StartDate > Today(),'Pending',
IF(EndDate < Today(), 'Completed',
IF(OR(StartDate < Today(),EndDate < Today()), 'In Progress', null
)
)
)
Thanks,
Srikanth. K
I appreciate the response. Where would I put this formula or what process needs to be created so that this update takes place when the criteria are met? The campaign status field is a standard field.
hi,
Since Status is standard filed wither you have to create 3 Wofkflow rules OR a trigger.
Write a small trigger which populated the value from custom formula field.
Thanks,
Srikanth. K
How would I implement the use of a trigger to update daily?
It looks like they only trigger on :
• insert
• update
• delete
• merge
• upsert
• undelete
Thanks!