Would like to automatically update a date field for followups

Very simple, but I couldn’t seem to find it anywhere.

I have a “date contacted” date field, and a “follow up” date field.

I want the “follow up” date field to automatically populate a date that is one week out.

Any help would be greatly appreciated!

Rather than using a date field, you could use a formula field. The date functions are documented here, but here’s an example:

Date Contacted (Date)
1/1/2021

Follow-up (Formula)
1/8/2021

Follow-up’s formula:

IF(
    {Date Contacted},
    DATETIME_FORMAT(
        DATEADD({Date Contacted},1, 'weeks'),
        'MM/DD/YYYY'
    ),
    ""
)

If you’d like to use a pattern other than DD/MM/YYYY, date patterns are documented here.

2 Likes

@Zollie thanks! That’s really helpful :slight_smile: