JoshBaker
5 years agoQrew Member
Minimum Due Date Based on End of Quarter Date
Hello!
I'm looking to create a date field formula that returns a due date that is 10 business days after a creation date field (this is auto populated based upon the recorded added date) or a static end date (the end of our fiscal quarter). I would also like this calculated date to be made static if the record has been already review by checking a checkbox. An example is below.
Scenario 1:
Quarter End Date: 7/31/20
Date Created: 6/18/20
Returned Due Date: 7/2/20 (+ 10 business days from Date Created)
Scenario 2:
Quarter End Date: 7/31/20
Date Created: 7/23/20
Returned Due Date: 7/31/20 (<10 business days from Date Created but not further than quarter end date)
I know I'll need to use a min function but I'm unsure how to set up the formula. I'm guessing I'll have to add a calculated due date field that calculates the above and then populates the due date field with the due date if the checkbox is not checked off. Any help would be appreciated. Thanks!
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Josh Baker
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I'm looking to create a date field formula that returns a due date that is 10 business days after a creation date field (this is auto populated based upon the recorded added date) or a static end date (the end of our fiscal quarter). I would also like this calculated date to be made static if the record has been already review by checking a checkbox. An example is below.
Scenario 1:
Quarter End Date: 7/31/20
Date Created: 6/18/20
Returned Due Date: 7/2/20 (+ 10 business days from Date Created)
Scenario 2:
Quarter End Date: 7/31/20
Date Created: 7/23/20
Returned Due Date: 7/31/20 (<10 business days from Date Created but not further than quarter end date)
I know I'll need to use a min function but I'm unsure how to set up the formula. I'm guessing I'll have to add a calculated due date field that calculates the above and then populates the due date field with the due date if the checkbox is not checked off. Any help would be appreciated. Thanks!
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Josh Baker
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