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JoshBaker's avatar
JoshBaker
Qrew Member
5 years ago

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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Formulas and functions

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  • JordanMcAlister's avatar
    JordanMcAlister
    Qrew Captain
    5 years ago
    you could make two variables then use an if function at the end to determine whether to use it.

    something like:
    var date CalcDate = [Date Created] + Days(10);
    //^Calculates your Returned Due Date

    var date CheckDate = (If($CalcDate > [Quarter End Date], [Quarter End Date], $CalcDate));
    //^Checks to make sure CalcDate is on or before quarter end date

    If([Checkbox]=true,null,$CheckDate)
    //^if your checkbox is checked then it doesn't return anything, but if it isn't checked, it returns your returned due date or visa versa if its supposed to be the other way around

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    Jordan McAlister
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    • JoshBaker's avatar
      JoshBaker
      Qrew Member
      5 years ago
      Hey Jordan,

      Thank you for the below that all makes sense to me. The last item I wanted to see if there is a solution for is below.

      We've made it past the quarter end date of 7/31/20. Once we update the quarter end date in the formula to a new date in the future (say 10/31/20) wouldn't this update all the prior records that had a due date populated and were then subsequently checked off as complete to a Null value?

      I would like the system to populate the due date once and not update the date in the field once it's been checked off as complete. Hope that makes sense, if not I can provide a more detailed example. 

      Thanks for all your help!

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      Josh Baker
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      • JordanMcAliste1's avatar
        JordanMcAliste1
        Qrew Member
        5 years ago
        I think I get what you're saying - how do you guys update your quarter end date? is there a formula field that auto generates that date?

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        Jordan McAlister
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