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Kavita
Help with Date formula (based on stage change date)
I have a checkbox field called Reached VP that is checked everytime an opportunity reaches stage "Value Proposition".
I have a date field where I would like to record when the above field is checked.
How do I write this formula?
Any help would be much appreciated.
IF(VP_Checkbox = FALSE, NULL, TODAY())
or if it is a Date/Time field
IF(VP_Checkbox = FALSE, NULL, NOW())
All Answers
IF(VP_Checkbox = FALSE, NULL, TODAY())
or if it is a Date/Time field
IF(VP_Checkbox = FALSE, NULL, NOW())
Good catch! (it's my first day with the new brain)
PS. You're gonna have to throw an ISCHANGED evaluation on the VP_Checkbox field
PPS. On second thought a Field Update is probably the way to go instead of a straight Formula Field.
I created a workflow update with this formula but as Dennis pointed out, it changes with the day.
IF( Reached_Stage_VP__c = FALSE, NULL, TODAY())
The only stage of interest is Value Prop and I need to lock down the date it first reaches value proposition.
Even if the opp stage is changed to Value prop multiple times, I'm still only intrested in the first time.
Is the answer an "Is changed" formula? Please help-Im hopeless with formulas:(