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Formula Writing Help Needed

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I am a formula newbie and need some help. I am hoping this is even possible. Any help is welcome!!

If the Expiration Date field is TODAY then I need to have Executed Agreement On File? field changed to No and the Status field changed to Expired. These values are from picklists.

Can this be done and if so, how do I write it out?

Thanks much!

2 Replies 2

Hi @Tammy_Gagnon - fields can’t be formulas and picklists/single selects at the same time I’m afraid, so you can’t implement this as you describe with formulas. You could have other status fields (using formulas) that supplement your existing “Executed Agreement” and “Status” fields. Something like:

IF(AND(Date, Date <= TODAY()), 'Expired')

Screenshot 2020-02-12 at 18.59.32

JB

Ok, thanks for the feedback.

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