CRM

Bhumika_Bhatia
Member

Calculated Properties

SOLVE

Hi, I am looking at building 4 properties on a companies record

 

1. Contract End Date - Product X (Date Property)

2. Contract End Date - Product Y (Date Property)

 

then below properties which should automatically gets updated based on the above 2 properties

 

3. Contract End Date - Next Upcoming Date (Date Property)  - this one needs to get  automatically updated to show either the Product X end date or Product Y end date, whichever is sooner

4. Contract End Date - Next Upcoming Type (Select Product X/Product Y)

Any idea on how to go about this? Thanks

0 Upvotes
1 Accepted solution
Olivia_Bagnall
Solution
Contributor | Platinum Partner
Contributor | Platinum Partner

Calculated Properties

SOLVE

@Bhumika_Bhatia I beleive we could update properties 2 and 3 using a workflow. 

You could use an IF/THEN branch. If 1. Contract End Date - Product X (Date Property) is AFTER 2. Contract End Date - Product Y (Date Property) then copy 

 Contract End Date - Product Y (Date Property) to Contract End Date - Next Upcoming Date (Date Property) .... and vis versa. 

Have you tried this approach yet? 

Give it a go and let me know if you have any questions 🙂 



 

Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

 
 
 
o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln
 
 
 

View solution in original post

Olivia_Bagnall
Solution
Contributor | Platinum Partner
Contributor | Platinum Partner

Calculated Properties

SOLVE

@Bhumika_Bhatia I beleive we could update properties 2 and 3 using a workflow. 

You could use an IF/THEN branch. If 1. Contract End Date - Product X (Date Property) is AFTER 2. Contract End Date - Product Y (Date Property) then copy 

 Contract End Date - Product Y (Date Property) to Contract End Date - Next Upcoming Date (Date Property) .... and vis versa. 

Have you tried this approach yet? 

Give it a go and let me know if you have any questions 🙂 



 

Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

 
 
 
o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln