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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