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)
@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 🙂
@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 🙂