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 stati...
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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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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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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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Jordan McAlister
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- The plan was to just populate a date in the [Quarter End Date] spot you outlined below and manually update that four times a year in this one date formula field. Will this work?
Also, in terms of setting up the variables this is something I haven't done before. Do I make the variables directly in the date formula field or is this something I'd have to do separately outside of that field and then reference? If this isn't an easy answer, if you could point me to any articles discussing it in the support pages that would be appreciated.
Again, thank you for your help!
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Josh Baker
------------------------------- You can probably make [Quarter End Date] a field of its own maybe with:
If(
Today()<(ToDate("3/31/" & (Year(Today())))),ToDate("3/31/" & Year(Today())),
Today()<(ToDate("6/30/" & (Year(Today())))),ToDate("6/30/" & Year(Today())),
Today()<(ToDate("9/30/" & (Year(Today())))),ToDate("9/30/" & Year(Today())),
Today()<(ToDate("12/31/" & (Year(Today())))),ToDate("12/31/" & Year(Today()))
)
This also depends on if your quarter end dates are the same each year, but I noticed you used 7/31 as a quarter end date. i don't know if that was just for an example or if you use different days for that. There also might be an easier way to write that code above but that's what came to mind first.
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Jordan McAlister
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