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greg777
Event End Date populated in opportunity close date
I need to create a formula into the opportunity field which populates based on selected subject and end date. For ex.
Enter date in the close date field when the following conditions are met:
CLOSE DATE = CPAP PURCHASE AND END DATE
Enter date in the close date field when the following conditions are met:
CLOSE DATE = CPAP PURCHASE AND END DATE
Sounds like you are after a validation rule.
Try
AND(END DATE > Today, Contains(CPAP PURCHASE, "Text Trigger")).
Make your "Enter date in the close date field" the text that appears next to the CLOSE DATE field.
Hope I understood your question correctly and answered it properly.
AND(END DATE > Today, Contains(CPAP PURCHASE, "Text Trigger"))
Just to confirm that I want this to pull the END Date from the Event Calendar. This is when the subject field picklist says "CPAP Purchase".
Also, I assume that the user would have to use the Related To option in and select Opportunity. Correct?
Does that make sense?
I was confused by your initial request. I thought you wanted to customize Opportunity records.
Are you creating a new Opportunity from an Event record or creating a new Event record from an Opportunity record?