OR(
RecordTypeId = '0123u000000ivfI',
RecordTypeId = '0123u000000ivfN',
AND(
Meeting_Source__c = 'app',
RecordTypeId = '0121I000000OF4p',
OR(
Meeting_Type__c = 'ISR Round-Robin - 45 min',
Meeting_Type__c = 'ISR Round-Robin - 15-Min. Q & A Call',
Meeting_Type__c = 'Demo Call'
)
)
)
I need to add some additional logic to this formula that ONLY checks the box if these things are true AND the following:
The checkbox (Qualified__c) is blank OR the field "Qualified On" (a date field) is 90 days or more in the past. Can someone help me with this?
5 answers
I usually do not use relative date values like TODAY() or NOW() in Workflow Rule or Process Triggers
