The requirement is to create a set of picklist fields, then create formula fields for each. The picklist fields will not be added to the page layout, however the formula fields will only display base on an available date and visiblity is granted only to certain profiles on the avaiable date and beyond.
The route I believe I should take is to create a duplicate record type and page layout to display the formual values and fields on the specified date.
Is this the correct steps to take or is there a more efficient way to configure this process?
2 Antworten
Hi Negel, You shoudl be able to add a date condition in your formula, as well as a logged in user's condition if needed. For example, let's say you only want to show a value if we're after May 10th this year, to system administartors only:
IF(AND($Profile.Name ="System Administrator", TODAY()>DATE(2020,5,10)),
CASE(picklist__c,"Value1", "WhatTheFormulaShouldDisplayForValue1","Value2", "WhatTheFormulaShouldDisplayForValue2",NULL),NULL)
