Calculate appointment date based on frequency

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  • Updated 3 years ago
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I have two existing fields, Appointment Frequency (which is a drop down featuring Monthly, Quarterly and Annually as options) and Last Appointment Date (which calculates off of the day they had their very last appointment with us). I need to create a date formula to calculate their "Suggested Next Appt. Date" based on these variables.

Every time I think I successfully have a calculation, nothing shows up in my field.

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Lynn

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Posted 3 years ago

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Try this:



case([Appointment Frequency],

"Monthly",adjustmonth([Last Appointment Date],1),

"Quarterly",adjustmonth([Last Appointment Date],3),

"Annually",adjustmonth([Last Appointment Date],12)

)
Photo of Ⲇanom the ultimate (Dan Diebolt)

Ⲇanom the ultimate (Dan Diebolt), Champion

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Case([Appointment Frequency],
  "Monthly", AdjustMonth([Last Appointment Date], 1),
  "Quarterly", AdjustMonth([Last Appointment Date], 3),
  "Annually", AdjustMonth([Last Appointment Date], 12)
)
Formula syntax error

Please check the syntax of your entire formula. Possible culprits are a mismatched set of parentheses, missing quotes, or an extra bracket.


Case([Appointment Frequency],
"Monthly",AdjustMonth([Most Recent Activity Date],1),
"Quarterly",AdjustMonth([Most Recent Activity Date],3),
"Annually",AdjustMonth([Most Recent Activity Date],12),
  )
Photo of Ⲇanom the ultimate (Dan Diebolt)

Ⲇanom the ultimate (Dan Diebolt), Champion

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extra comma at end of  Annually line - just remove it