Populate number of days between an opportunity's close date and date service begins

Hello!

My company provides various managed services to commercial facilities. One of the things we would like to begin tracking within each opportunity record is how many days from the contract signed date (date the opportunity closes) do we begin providing services.

I have date fields created for both the contract signed date and date we begin providing services as well as a field to capture the number of days between the two fields. I thought I could use the calculated value function to subtract the start date from the closed date, but that doesn't seem to be an option. How would you recommend I go about this process?

Thank you in advance!

Parents
  • Hi Armena,

    Could you please specify whether the task is to calculate the difference between two dates or track the number of dates from a particular date of some event (contact signed) and up to now?

    Sugar logic works well to calculate the difference between two fields - because it recalculates the value whenever any of them changes 

    But if to use a custom field for managing a number of days as a difference from somedate up to now, then the value should be recalculated on the daily basis

    I see the following options to get up-to-date value daily:
    1) with a custom scheduler job  - writing a custom job is customization with code - if you are a developer
    2) employ a SugarBPM process definition to recalculate the numbers daily (in an endless loop via waiting for 1 day) - this approach may lead to numerous processes running simultaneously, so should be checked 
    3) use Sugar Logic (cal field) but recalculate values manually - there is a menu item to recalulate appears in mass operations menu of the list view as soon as any calc field is added to the listview
    4) configure logic hook with Logic Builder configuring tool - because it could be set on the scheduler with LB Events extension - with no development efforts

    Also, there is an option just to use reports and not to bother about daily recalculations.
    However in this case the advantages of the list view (e.g. filtering) are  not available

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Reply
  • Hi Armena,

    Could you please specify whether the task is to calculate the difference between two dates or track the number of dates from a particular date of some event (contact signed) and up to now?

    Sugar logic works well to calculate the difference between two fields - because it recalculates the value whenever any of them changes 

    But if to use a custom field for managing a number of days as a difference from somedate up to now, then the value should be recalculated on the daily basis

    I see the following options to get up-to-date value daily:
    1) with a custom scheduler job  - writing a custom job is customization with code - if you are a developer
    2) employ a SugarBPM process definition to recalculate the numbers daily (in an endless loop via waiting for 1 day) - this approach may lead to numerous processes running simultaneously, so should be checked 
    3) use Sugar Logic (cal field) but recalculate values manually - there is a menu item to recalulate appears in mass operations menu of the list view as soon as any calc field is added to the listview
    4) configure logic hook with Logic Builder configuring tool - because it could be set on the scheduler with LB Events extension - with no development efforts

    Also, there is an option just to use reports and not to bother about daily recalculations.
    However in this case the advantages of the list view (e.g. filtering) are  not available

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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