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‎Oct 18, 2023 10:50 AM
I have a switch formula setup to calculate Experience Brief Due Date and Opportunity Case Due date based on the Estimate size of the project, however I only want these values to pull in for items that are added during Quarterly Planning (not Intake-Ad Hoc Requests)-- Is there a way to set up the Switch Formula to be conditional on the value in the far right column (when the project was added)?
Here is my current switch formula:
Experience Brief Due Date:
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‎Oct 19, 2023 04:09 AM
You can use:
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‎Oct 19, 2023 04:09 AM
You can use:
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‎Oct 24, 2023 06:55 AM
Thank you so much, this worked!
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‎Apr 02, 2024 09:16 AM
Is there a way to add onto this formula to return the created date if "When was this added to the Plan?" does not equal "Quarterly Planning"?
Current Formula:
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