Opport auto current date pick or error popup for close date with the closed won stage

[Nishan Perera]

Hi,

Is there anyway to do, in Opportunities auto current date pick or error popup for "close date" with the stage changes to close won or close lost.

ex:
Current date - 5/29/2019
Opportunity close date - 6/15/2019

Imagine user update this opportunity to closed won on today (5/29/2019) but close date is 6/15/2019.

So once user update stage as closed won i need to change the close date to current date or popup a message that "closed date cannot be different, please change".
Note : user edit and update stage only.


can we do that with this CRM ?? if you have not getting my question please let me know.

[Maximus]

Hello.

Add this formula for the Opportunity entity

ifThen (
    stage == 'Closed Won',
    closeDate = datetime\today()
)

[Nishan Perera]

Hi Maximus,

its working perfectly as I wish. Thank you so much. One thing i want to know, is there any documentation or guide for create formula. depend on what standard are they created.

Again thank you for your great support. Its was very helpful.

Thank you,
Nishan Perera.

[Maximus]

More about the formula you can read here https://www.espocrm.com/documentatio...ation/formula/

[Nishan Perera]

Hi Maximus, Thank you.