Here's the scoop:
License Start Date: normal date field
License Expiration Date: normal date field (filled in via formula)
Length of POC: picklist field
15 day
30 day
45 day
60 day
90 day
Here's the flow, I want sales reps to fill in License Start Date and Length of POC, once they fill in these two fields and save the record, License Expiration Date field is automaticaly filled in based on the entries for start date and length of POC.
Here is the formula I've been working with, it does't work, seems to not like the use of CASE with dates.
CASE(Length_of_POC__c,
"30 days", 30,
"15 days", 15,
"45 days", 45,
"60 days", 60,
"90 days", 90,0)
+ License_Creation_Date__c
Any help is MUCH appreciated!!
Thank you for the love, always!!
2 risposte
PS. This would need to be a new custom field Formula(Date) you can't change a non formula field to a Formula Field. Otherwise if you really need to use your existing License Expiration Date field, you'll need to create a Workflow Rule or use Process Builder and put this Formula inside a Field Update Action