Date change by event in Opportunities

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  • ksv
    Member
    • Jul 2020
    • 59

    Date change by event in Opportunities

    Dear all,


    How can i implement the folllowing in Opportunities?

    If i choose stage = closed-won then closedate must be become - current day.
    in any other cases close date must be empty.


  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hi.
    You can utilize formula like this:
    Code:
    ifThen(
        modifiedById == '1' && stage == 'Closed Won' && entity\isAttributeChanged('stage'),
        closeDate = datetime\today()
    );
    
    ifThen(
        modifiedById != '1' && stage == 'Closed Won' && entity\isAttributeChanged('stage'),
        closeDate = null
    );

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