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Scenario Overview

In this scenario our business requirement is to validate that the Estimated Close Date on the Opportunity record cannot be set to a date before the create date.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • We create a formula that fires on the create & update events of the Opportunity entity
  • The formula needs to execute on the client-side (i.e. when user tabs out of date field)
  • The formula needs to execute on the server-side (i.e. if importing a CSV file, or via a 3rd party integration, etc.)
  • We set the Mode to Client Side & Server Side to meet the above requirements.
  • When the formula executes it makes the date comparison & if it fails shows an error message

    

 

N52 Formula Manager Steps

  • Create a new formula of type 'Validation'
  • Set the Event field to just 'Create & Update'
  • Set the Mode field to 'Client Side & Server Side'
  • Set the Source Entity to 'Opportunity'
  • Set the Source Entity Property 'Est. Close Date'
  • Click 'N52 Commands -> Toggle Advanced View' and change the pick-list field 'Stage' to have the value 'Post-Operation'
  • Copy & paste the formula below into the formula description field & click save
  • You are ready to test

Formula

if( [opportunity.createdon] > [opportunity.estimatedclosedate],
  'You cannot have an estimated close date before the create date', 'NoOp')