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kimstites1.389118431736615E12

workflow to set a date to the 1st day of the next month after an opportunity closes

I am trying to create a field that sets a date to the 1st of the next month after an opportunity is marked close won.  I am not sure how to create that formula.
Anil Kamisetty
Here is the formula to help you. You can use this in a workflow to set the date automatically (Update Field Value action on an Opportunity when the Sales Stage changes to Closed/Won).

DATE(YEAR(CloseDate),(MONTH(CloseDate)+1), DAY(Date(2001,1,1))) << Use 2001 as the year, for that matter it can be any valid year

Anil Kamisetty
Here is the formula to help you. You can use this in a workflow to set the date automatically (Update Field Value action on an Opportunity when the Sales Stage changes to Closed/Won).

DATE(YEAR(CloseDate),(MONTH(CloseDate)+1), DAY(Date(2001,1,1))) << Use 2001 as the year, for that matter it can be any valid year

This was selected as the best answer
Venkat Polisetti
Well, the above formula works for all months except December: MONTH(CloseDate) + 1 would error out if it is December and there is no 13th month unless we replace Gregorian Calendar with some thing else!

Another thing I noticed is DAY(DATE(2001,1,1) in the formula above. It could have been simply 1, right. It would unnecessarily increase the size of the formula and its compiled size.

Here is one way to do it. I have tested it with various dates and found it to be working (please post here is you see some thing that I missed).

Obviously, you need to put the below formula in the field update of your WFR.

DATE
(
IF(MONTH(CloseDate) = 12, YEAR(CloseDate) + 1, YEAR(CloseDate)),
IF(MONTH(CloseDate) = 12, 1, MONTH(CloseDate) + 1),
1
)

Thanks,
Venkat Polisetti