Calculated Fields Populating Date depending on Type

Question

Hi, 
 Trying to populate a date of when a type of Meeting was booked in. 
 Need to do a calculated field based on the Meeting Type then populate the date in the related Module. 
 
 Hopefully someone can help!

Richard Owen · Answer

You need to create a Dependency SetValue . This way you can configure the trigger (Meeting Type is Booked) and then calculate the date accordingly.

Richard Owen · Answer

In theory you can configure a sugarLogic formula for that Date custom field this way: 
 ifElse(equal($type_c,"Booked"), <formula for calculating date>,"") 
 But it may throw exception in case condition is not validated once Sugar will try to save an empty value in date field. 
 
 Another approach, if your instance is SELL, SERVE or ENTERPRISE, you can configure a SugarBPM process which evaluate such a condition and update the date field accordingly.

Richard Owen · Answer

Hi Richard Owen Lemme save your time on explorations of unary operations.

On the video - the Opp name receives Meeting the start date (keeping the original name in place) on meeting type is set to "assessment" and, as you can see, an Opp name refreshes automatically on the start date change. Unlike the read-only calc field, this configuring approach keeps an enriched Opp name editable for the users (zoom in the screenshot to read it) Let me know the name of the Opp field you like to put the start date - I will adjust the logic to put the value in your field with Logic Builder and upload here a ready-to-use solution within 15 min :)

Richard Owen · Answer

The correct syntax may be this one: 
 ifElse(equal(related($meetings,meeting_type_c), "assessment"),related($meetings,"date_start"),date())