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RejonesRejones 

Contract Notification Formula

I need help creating a formula and also if anyone is holding a training or webinar on building formulas I would love to attend as I am terriable at it.

 

I have a Picklist Field called Notifications Days and a Date field called Contract End Date.  I also have another field called Notification Date I want to build a formula that would auto populate the Notification Date based on what is entered in the other 2 fields.

 

For Instance if I have 3/20/2012 in the Contract End Date and I have Selected 20 Days from the Picklist in Notification Days I want the Notification date field to auto populate +10 days.   So in this instance the date would auto populate to 2/20/2012.

 

 

 

Best Answer chosen by Admin (Salesforce Developers) 
Steve :-/Steve :-/

Are you trying to create a Formula(Date) field or update a Date field using a Workflow Rule and a Formula?

All Answers

Steve :-/Steve :-/

Are you trying to create a Formula(Date) field or update a Date field using a Workflow Rule and a Formula?

This was selected as the best answer
RejonesRejones

Update a Date Field using a workflow
Steve :-/Steve :-/

Hi ReJones, 

Do you still need help with that WFR?
RejonesRejones

Yes please
Steve :-/Steve :-/

Okay there are a few ways you could do this:  

 

You could change the Notification Date from a Date field to a datatype = Formula(Date) field and then use a formula like this:

ContractEndDate - 
CASE(NotificationDays,
"10 days", 10,
"20 days", 20,
"30 days", 30,
0)

 or if you want to keep your Notification Date field as a datatype = Date you could create a WFR and a Field Update that essntially uses the same formula I posted to update the value in the field.

 

 

 
RejonesRejones

Thank you so much I will try this out.  Your the best!!
Steve :-/Steve :-/

No problem, you owe me a beer!  

 

And if it works you owe me 2 beers!!!  ;-p
RejonesRejones

Either I am  not fully understanding what i need to do here or this does not work.  I would say its becasue i am not 100% sure what i am doing. 

 

 Would it be a huge inconvenience for you to call me, so I can do a Join Me meeting and let you see my screen so I can show you what I am actually trying to do.   It could be that what i am wanting to do is not able to be done. 

 

If so my number is 502-420-6576 

 

 
Steve :-/Steve :-/

Hi I'll try to call if I have a chance.  Our daughter is home from daycare with a cold, so I'm working from home today and my hands are kinda full!
RejonesRejones

I bet , I hope she feels better soon.  It does not have to be today I will be in the office all next week except for Wednesday.  Thank you
Steve :-/Steve :-/

She's watching Nemo now ;-D