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Topics#Trailhead ChallengesBrooke Escudier の質問
Brooke Escudier (Digital Mailing Solutions) が「#Trailhead Challenges」で質問
2020年12月21日 19:21

help with formula ' next billing date lease'

Hi, I would like to see if there is any way to add a column to Lease Details section for ‘Next Billing Date’ this will need to be caculated based on the ‘Lease Start Date’ (From Lease Details section) but also using the selected ‘Payment Frequency’ from the 'Lease Financials section'. Where Monthly means Monthly, Quarterly means every 3 months, Semi-Annual means every 6 months and Annual means every 12 months.

 

Is this possible and can anyone help?

 

help with formula ' next billing date lease'

 

lease financials payment frequency options
4 件の回答
  1. Tony Trinh
    2020年12月21日 20:50
    Ah, I overlooked that part. I see that Lease Details and Lease Financials are two separate child records. You would need to find a way to bridge that gap. Maybe if only one Lease Detail is related to the parent at a time, have Process Builder update that value into the parent, which can then trickle down into the Lease Details.
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