I created a formula field that will calculate the date something is due. Basically, I want to make sure that monthly reports for our clients who are discharged are not falling through the cracks. So, I created a formula field that calculates the date the report is due when a youth discharges. A task is generated that runs 1 day prior to the date the report is due. The report is due on the 5th of the next month. So, if a youth discharges in November, the report is due 12/5.
We had some data slip through the cracks and an employee tried to back enter it today. Basically, this youth was discharged 11/30/16 so the date the monthly is due would be 12/5/16. We are getting this error when we try to enter his discharge date:
Workflow or Approval Process Formula Error
The formula in the "null" rule or process is invalid due to the following:<br/>Error evaluating formula field for time trigger date: Placement: Date of Next Monthly
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Here is my formula for the field:
IF(MONTH(Date_of_Discharge_Move__c) < 11,
DATE(YEAR(Date_of_Discharge_Move__c),MONTH(Date_of_Discharge_Move__c) + 1,01),
DATE(YEAR(Date_of_Discharge_Move__c) + 1, MONTH(Date_of_Discharge_Move__c) - 11,01))
And here is a screenshot of the criteria for the process in process builder....I've deactivated it but we're still getting the error which makes me think it's a formula issue, perhaps. I have no idea!
Basically, the fields say the youth either moved programs, was discharged entirely, or moved to a trial home visit. In any of these scenarios (the ones where sometimes case workers forget to do the monthly report), we want to remind the case worker and assign a task.
Here is the task:
Anyone have any idea how I can fix getting this error? There may be times where data fall through the cracks and we have to enter something late. Any ideas on how I can make this process not try to fire if we have old data to enter?
3 respuestas
Thank you!
I updated the Process. I did have checkboxes for each option of the multi-select so I changed the formula. I also created an "old data" checkbox field. However, even when the process is inactive, I'm still getting that error. It seems like it's something within the formula for the Date of Next Monthly field that is creating the error. I can't figure it out. I don't want to delete the field but I won't be able to update this record until I figure it out!
