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SebaLSSebaLS 

Help with a formula

Hi! 

 

I'm trying to create a workflow but I have some problems with a formula. 

 

 

I need to translate ("if today is 4 days before end of the month") and ("invoice date field is empty"); true; false) in a formula, which will execute the workflow (an email will be sent to a contact) if it's true.

 

Any idea?

 

Thanks in advance.

 

 

phiberoptikphiberoptik

Make your workflow rule evaluate based on formula:

 

AND(
ISBLANK(Invoice_Date__c),
TODAY() = DATE(YEAR(TODAY()),MONTH(TODAY()),CASE(MONTH(TODAY()),
1,31,
2,28,
3,31,
4,30,
5,31,
6,30,
7,31,
8,31,
9,30,
10,31,
11,30,
12,31,null)-4))

 

Keep in mind this does not account for Leap Years.
SebaLSSebaLS

phiberoptik, thank you so much for your help. Kind regards!
phiberoptikphiberoptik

Happy to help.