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I am trying to calculate a date field that is dependent on the record type and calculates from a service start date. This date field will signify the expiration of a contract. For example:

 

-if record type name = "A"; expiration date = "service start date" + 1 month

 

-if record type name = "B"; expiration date = "service start date" + 10 months

 

-if record type name = "B"; expiration date = "service start date" + 12 months

 

Can anyone provide guidance on how to accomplish this?
4 risposte
  1. 16 ott 2017, 19:04
    Your "basic" Formula would be

     

     

    Service_Start_Date__c +

    CASE(RecordType.Name,

    "Type A", 30,

    "Type B", 300,

    "Type C", 360,

    0)

    If you use Calendar Months it gets a little trickier

     

     
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