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Default value help for a date. Formula written already, just need help implementing it.
I have a "Send Quote By" date field that I want to set the default valueas 'Today() + 3' if the Opp Name contains "- RL" in it, otherwise default to Today() + 7 days.
formula =
IF(CONTAINS(Name__c , "- RL"), TODAY()+3, TODAY() + 7)
But it says I cannot use the field "Name" in this type of formula?
I tried thinking about creating a formula field that's a date, but how would I go about making it only a DEFAULT value and not a locked formula field?! I am using this "Send Quote By" as a default but want the sales reps to be able to change it based on customers needs.
Please help! Thanks a ton.
-Jeremy
Try using IF(CONTAINS(Name , "- RL"), TODAY()+3, TODAY() + 7). The API name for the opportunity name field is "Name" and you are using "Name__c".
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Nope it didn't. Maybe because of Professional edition?