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jbardetjbardet 

Default value help for a date. Formula written already, just need help implementing it.

I have a "Send Quote By" date field that I want to set the default valueas 'Today() + 3' if the Opp Name contains "- RL" in it, otherwise default to Today() + 7  days.

 

formula =

 

IF(CONTAINS(Name__c , "- RL"),  TODAY()+3, TODAY() + 7)

 

But it says I cannot use the field "Name" in this type of formula?

 

I tried thinking about creating a formula field that's a date, but how would I go about making it only a DEFAULT value and not a locked formula field?! I am using this "Send Quote By" as a default but want the sales reps to be able to change it based on customers needs.

 

Please help! Thanks a ton.

-Jeremy

Pradeep_NavatarPradeep_Navatar

Try using IF(CONTAINS(Name , "- RL"),  TODAY()+3, TODAY() + 7). The API name for the opportunity name field is "Name" and you are using "Name__c". 

 

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jbardetjbardet

Nope it didn't. Maybe because of Professional edition?