Hello
I've created a report and scheduled workflow to calculate the "Time since Onboarding Meeting" for each account.
I've calculated the Time since the onboarding meeting in days, but really I need months because I will run workflows when the 'Time since the Onboarding Date' is exactly 1 month, 2 months and 3 months from today's date
I tried this but the output wasn't exact - so it would say an account was 1 month from their onboarding date, when actually they were over 1 month, etc. I tried putting the result into a Float field so that it would include decimals, but no such luck. Any advice on how to calculate when a date is exactly 1 (or multiple) months away?
Thank you in advance!
Camille
I've created a report and scheduled workflow to calculate the "Time since Onboarding Meeting" for each account.
I've calculated the Time since the onboarding meeting in days, but really I need months because I will run workflows when the 'Time since the Onboarding Date' is exactly 1 month, 2 months and 3 months from today's date
I tried this but the output wasn't exact - so it would say an account was 1 month from their onboarding date, when actually they were over 1 month, etc. I tried putting the result into a Float field so that it would include decimals, but no such luck. Any advice on how to calculate when a date is exactly 1 (or multiple) months away?
Thank you in advance!
Camille
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