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!
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!
Hi, trying to do this within the calculated filed with no code, thank you.
In theory you can configure a sugarLogic formula for that Date custom field this way:
ifElse(equal($type_c,"Booked"), <formula for calculating date>,"")
But it may throw exception in case condition is not validated once Sugar will try to save an empty value in date field.
Another approach, if your instance is SELL, SERVE or ENTERPRISE, you can configure a SugarBPM process which evaluate such a condition and update the date field accordingly.
In theory you can configure a sugarLogic formula for that Date custom field this way:
ifElse(equal($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.
Hi Andre
I feel like I am close.. trying to get it to populate with the meeting start date..
so if the meeting type is assessment, then populate it with the meeting start date. Main Module is the Opportunity.
ifElse,related(equal($meeting_type_c,"assessment"),related($meetings,"date_start")