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Good day trailblazers!

 

I've an object with a type field and a due date. The due date has a formula:

IF(OR("API_name"="X", "API_name"="Y", "API_name"="Z"),Today()+30,Today()+7)

 

When I create a new record, the API_name field is empty, and doesn't match the X, Y an Z value. It therefor defaults to a due date of Today()+7. But here's my issue, when I manually select value X, Y or Z in the API_name field, the Due date field is not being updated according to its formula.

 

Any ideas how I can manage this?

 

#Formulas  #Picklist Dependency  #Topics for Objects

10 件の回答
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    2024年2月15日 9:32

    Are you trying to create a "normal" date field and is this in the default formula? If so, you cannot use a field on the record:

    https://help.salesforce.com/s/articleView?id=000392562&type=1

     

    Q: I am trying to reference a field on the record in the formula for the default value of a field, but it is not available

    A: Default values are only available on creation of a record. At that point, no field has any value until the record is saved, hence why you cannot reference any field on the record itself.

    You could use a record-triggered flow to populate the field, but this would only show after saving, or you could use a Quick Action and add a predefined value for this specific field

     

    What you need to do is to create a formual field that will return a date, or as stated above, a record triggered flow to update the date field

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