0
What is the formula to trigger a yes/no option to set up a follow-up date field 30 days from that day?
I am creating a lead tracker, so when the client agrees to leads, we would check yes on a yes/no field, and it needs to trigger an automatic appointment for 30 days out in a follow-up calendar field. Any ideas?
1 reply
-
Hi,
you can put this formule in the trigger after update of your Yes/No field:
if “Yes / No” = true then
AppiontmentField := appointment(datetime(number(now()) + 1000 * 60 * 60 * 24 * 30), datetime(number(now()) + 1000 * 60 * 60 * 24 * 30))
endSteven
Content aside
- 4 yrs agoLast active
- 1Replies
- 587Views