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I have a requirement. On opportunity there is a field Min Term (months) and a closedate field(standard). Need to create a check box field "Opp 50% expired". It will be auto-ticked when closedate + minTerm/2 > today.

I tried to achieve by creating the formula field but found that we can't add months to a date. Tried to use some custom formula but they also do not work in all scenarios.

Can we do this using apex ?

Thanks in advance

  • did you look at help.salesforce.com/… ? scroll down to see sfdc help's answer on adding months to dates for a non apex solution. read the limitations carefully – cropredy Jun 21 '14 at 19:23
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While I think this could be done with code relatively easy, I think you can do this without code as well. Here is something you might want to explore:

  1. Create a new formula field called "50% date field. (mt__c is the name of the min term field)

    DATE(
    IF( MONTH( CloseDate ) + (VALUE(TEXT(mt__c)) / 2) >12, YEAR(CloseDate) + 1,YEAR(CloseDate)),
    IF( MONTH( CloseDate ) + (VALUE(TEXT(mt__c)) / 2) >12, FLOOR(MOD(MONTH( CloseDate ) + (VALUE(TEXT(mt__c)) / 2),12)), MONTH( CloseDate ) + (VALUE(TEXT(mt__c)) / 2)),
    DAY(CloseDate) + MOD(30*(VALUE(TEXT(mt__c))/2),30))
    
  2. Create a new Workflow rule on Opportunity object to automatically check the checkbox 0 hours after that formula date. enter image description here

  3. Create a field update to check the checkbox "Opp 50% expired"; This should happen 0 hours after the formularized 50% date field.

  4. You'll probably need to extend this, or create another workflow rule, to handle the case of when the we're already passed the midpoint of the min term + the close date. That should be considerably easier than this workflow rule.

Best of luck!

-Wes

  • @user2328 Were you able to get your issue resolved? – wes1278 Jul 2 '14 at 17:31
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Apex offers an addMonths method: https://www.salesforce.com/us/developer/docs/apexcode/Content/apex_methods_system_datetime.htm#apex_System_Datetime_addMonths

That should do the trick for you.

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You can use the new(ish) addMonths formula function:

enter image description here

..so no apex or test classes are necessary 👍

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