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Natalie DeeringNatalie Deering 

Formula date field that can be overwritten?

I need to create a field that is a formula field that auto-populates the date as two weeks from the Close Date of an opportunity but can be overwritten...can anybody help?
scottbcovertscottbcovert
Hi Natalie,

You could accomplish this using a workflow rule that fires when the Close Date of an opportunity changes. The workflow rule could implement a field update on your custom field and set its value to two weeks from the new close date. Users should then be able to override the value later if they wish. If you only want the rule to fire once then you can set the criteria to instead be only upon record creation. Hope that helps!
Ketankumar PatelKetankumar Patel
Formula fields cannot be overwritten. 
  1. You can use trigger for formula calcuation and copy your result to regular date field or text field that you want to overwrite later. 
  2. You can also use proccess builder. 
  3. You can also have formula field in background and button on opportunity to copy that formula field result on regular field and then you can overwrite that result.