Calculating a day using Apex/Process Builder

Question

I have a requirement to update a date field on Opportunity with a following logic.

If the Opportunity status is X, then date on that custom field should be "15th Mar of the next year".

If the Opportunity status is not X, then date on that custom field should be "20th Sep of the current year".

Should I have to resort only to Apex ?

Or is this possible to be done by WF or Process Builder ?

Answer 1

You can complete this using WorkFlow as mentioned in the steps below:

1. Firstly create a picklist named status on Opportunity and date field

2. Create a workflow name it and set evaluation criteria as "created and every time it's edited" and set rule criteria 3)Now Add Action as Field Update in workflow

4)Use formula to set your values 5)Save it and check in your org

Answer 2

Think this could be achieved using a formula field with a case statement case - no need for apex, process builder or anything else..

Create a formula field of type date.

CASE( Status , 'X', DATE( Year(Today()) + 1, 3, 15 ) , Date( Year(Today()), 10, 20 ) )