Hi All
Looking for some advice here.
I am creating a new 'End Date' formula field on the Opportunity Detail to be autopopulated based on a User input 'Start Date' field, and 'Contract Duration' picklist (12 months, 24 months etc),
Now, there are already Opportunities using our old process which was User Entry on all 3 fields, Start Date (date field), End Date(date field) AND Contract Duration (picklist).
So I want to use the new automated process and keep old 'End Date' data where present, what is the best way to copy over the old data (The Opportunities that already have a user inputted End Date field) so that it is not lost and the new process will work?
Is there a formula where the NEW 'End Date' formula field can reference the OLD 'End Date' value and populate if there is an old value, if that is blank then the new End Date used?
Thanks in advance
1 个回答
Hi Serena,
So you are not creating a new End Date field right, you are just using thhe existing date field but just populating this field using the process builder and if thats the case, you could include additional criteria in your process to have it triggered only for the record created on or after certain date.
this way the process will only be triggered on records created on or after your specified date
