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RobKretz Date field logic (2)
Hello!
I have two date fields
1. "Due Date at Customer"
2. "Quote Completion Date"
Is there a way to create a formula field/logic into these two fields?
Essentially, what I am trying to accomplish is to:
1. Create a report off of these two fields to track if one our quotes, was devilvered on time.
For example: If the Due Date at Customer is 2/28/14, and the Quote Completion Date is 2/27/14, then a field is populated as TRUE, or CHECKED, or something?
Same goes for if the Due Date at Customer is 2/28/14, and the Quote Completiion Date is 3/10/14, then the field is FALSE, or CHECKED, or something.
Does this make sense?
Thank you advance!
I have two date fields
1. "Due Date at Customer"
2. "Quote Completion Date"
Is there a way to create a formula field/logic into these two fields?
Essentially, what I am trying to accomplish is to:
1. Create a report off of these two fields to track if one our quotes, was devilvered on time.
For example: If the Due Date at Customer is 2/28/14, and the Quote Completion Date is 2/27/14, then a field is populated as TRUE, or CHECKED, or something?
Same goes for if the Due Date at Customer is 2/28/14, and the Quote Completiion Date is 3/10/14, then the field is FALSE, or CHECKED, or something.
Does this make sense?
Thank you advance!
This can be acheived through a workflow field update:
Create a checkbox with default setting as false(unchecked) -
In the workflow - keep the rule criteria as Formula based and have the formula setup as
Due Date at Customer > Quote Completiion Date is 3/10/14
Update the field checkbox and mark it TRUE
Let me know if you have any questions while setting this up..
In the formula field I have " Due Date at Customer > Quote Completion Date
I left out the "3/10/14" ( I am assuming that's there as an example)
Checked Syntax. OK.
Saved and made change to checkbox to mark as TRUE
I will be testing it out and let you know!
Thanks for your support.