Hi,
I have created the custom field “Quote Expiry Date” in opportunities and I would like to trigger a task 3 weeks prior to this date. It seems it’s not possible to use “Check once a day” with a custom field???
Any help with this please!
Thanks.
Hi,
I have created the custom field “Quote Expiry Date” in opportunities and I would like to trigger a task 3 weeks prior to this date. It seems it’s not possible to use “Check once a day” with a custom field???
Any help with this please!
Thanks.
Example below with “Custom_Date) instead of “Quote Expiry Date”:
Copy of the above formula:
DATEADD(cf_Custom_Date,-21)
Note: this Task does not update if the Quote Expiry Date is updated.
Thank you Kevin!
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