Can I have a formula date field that sets the date to today(), but won't change the next day?

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I have created a field that calculates if a bid was submitted 60 days ago and gives a red box so that employees know to follow up on the bid. Sometimes we will be called by the customer who tells us that they have still not awarded the bid. There is a status field, [bid results], that is set to "Not Yet Awarded." I would like to have the field then calculate 60 days from the day that the field was changed to "Not Yet Awarded" to notify them to follow up based on that date rather than the original bid submission date. I was thinking of possibly creating another date field that would set itself to the date that the [bid results] status was changed so that I could use that to calculate the days, but if I use today() in the field then it simply changes the date field every day. I'm open to other ideas if there is a better way to do this, but I would still like to know if it is even possibly to set a date field to today's date without it changing every day.  

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Brandon

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Posted 4 years ago

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Xavier Fan, Champion

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One option would be to use form rules to set the date field.

Say you have the following fields:

[bid results] - Text - Multiple Choice field

[Next Followup Date] - Formula Date field, with this formula:  Today() + Days(60)

[Follow Up Date] - Date field

Then add a form rule:


When [bid results] = "Not Yet Awarded"

Change [Follow Up Date] to the value in the field [Next Follow Up Date]




So [Next Follow Up Date] will always be 60 days from today - but the form rule will only set [Follow Up Date] once - when [bid results] is equal to "Not Yet Awarded".
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Brandon

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Awesome, that worked.
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Xavier Fan, Champion

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Great - glad it helped!