Automatically update date field based on the pick-list value of another field
Hello everyone,
I've been trying to find a way where a date field gets automatically updated according to the value of a different pick-list field.
The pick-list field can have the value "3 months from now" or "6 months from now". The logic is that we want the field "offboarding date" to become the last day of the third month from the current date (or the sixth if the second option is picked). For example, if the pick-list value is "3 months from now" and it's picked at 25/11, the value of the the offboarding value must become 28/2/2025 (the last day of the month which is +3 from the current month).
I tried to make this work with a workflow and some deluge functions and with a formula field that returns a date, but so far I had no luck.
The pick-list field can have the value "3 months from now" or "6 months from now". The logic is that we want the field "offboarding date" to become the last day of the third month from the current date (or the sixth if the second option is picked). For example, if the pick-list value is "3 months from now" and it's picked at 25/11, the value of the the offboarding value must become 28/2/2025 (the last day of the month which is +3 from the current month).
I tried to make this work with a workflow and some deluge functions and with a formula field that returns a date, but so far I had no luck.
I think the best way to do this is within deluge but I can't seem to find the way to make it work.
Any help would be greatly appreciated!
Any help would be greatly appreciated!
Topic Participants
George
Subhash Kumar
Haiku Technical Support
Ishwarya SG
Sticky Posts
Accessibility in Zoho CRM: Not just a feature—a way to empower
Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that empowers everyone. This first step makes it possible for more users of all abilities to do their best work in ZohoAct on your customers' voices in Zoho CRM
Dear Customers, We hope you're well! We are super excited to present a pivotal addition to VoC in Zoho CRM—the ability to act! Customer feedback is directly proportional to customer experience, and in this customer-driven market, that feedback has a powerfulFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some