Adding a formula capability to the date fields in "Update deal/lead/activity"

martins
martins Member Posts: 2 VERIFIED MEMBER
edited February 6 in Ideas and Product Feedback #1

Inside an automation action, I would like to update a deal field to a date PLUS X days.

For example, for my custom field "Payment Date", I would like to always get the date of the field "Expected Close date" plus 60 days (for a type of deals). Right now, the automation only allows updating the field value to "In 2 months", but this is 2 months from now, not 2 months from the date set in the field "Close date"

Maybe, adding the capability of creating formulas in "Update deal field" would help even more.

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  • MBrown
    MBrown Member Posts: 68 VERIFIED MEMBER
    25 Likes 10 Comments First Anniversary Photogenic
    #2

    I have a similar issue. I have a "Finance Settlement" date field, which I have created a workflow when it's updated, to then update a "Finance Expiry" date field for 36 months from the settlement fields date. So far I can only calculate 36 months from today's date.

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