A formula for when an opportunity needs to be updated but not to error because the close date in the past.

Question

Hi All,

I had created a formula to avoid when an opportunity is created with a past due close date that looks like this: CloseDate < TODAY()

It works most of the time. But the issue comes in when the order ( which is closed) needs to be updated or have final documents attached to the opportunity; Salesforce will not allow the change to the closed order without changing the CLOSE DATE which I do not want to do.

How can I changed the formula to indicate that upon creation of the opportunity, the close date must equal or be greater than today's day.

thank you for your help,

Rochelle

#Formula Help

Steven Trumble · Accepted Answer

I assume you mean a validation rule and not a formula field.    AND( CloseDate < TODAY(), ISNEW() )

Gudimetla Veera Venkata Satyanarayana · Answer

@Rochelle Scarbalis you can use the  ISNEW()  function in your validation rule to check if the record is being created. The  ISNEW()  function returns  TRUE  when the record is being created and  FALSE  when an existing record is being updated. AND(    CloseDate < TODAY(),    ISNEW() )

A formula for when an opportunity needs to be updated but not to error because the close date in the past.

Formula Help

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