Forum Discussion
alexxxandria
Nov 28, 2023Copper Contributor
Set Date in Future based on Specified Freqency
Hi! I am trying to use Lists to manage ongoing engagements and am needing some advice on how to accomplish a something. I'll list the details then my question(s): I have a "First Engagement Date" s...
Robert R Freeman
Nov 28, 2023Copper Contributor
I wouldn't reference calculated columns. Just redo the calculations from the original data fields. Use Excel to create and test your formula. Ex: instead of [First] you would paste the entire calculation used in [First]. Alternatively, you can create a standard date field and use Power Automate to auto populate it.
- alexxxandriaNov 28, 2023Copper ContributorThank you for your help! So the reason why the First Engagement Date is a calculated column is because I have a Sale Date and the First Engagement Date will always be the 1st of the month after the sale (e.g. Sale Date is 6/18/2023, so the First Engagement will be 7/1/2023). So what you're recommending is that I instead put the formula I used for First Engagement directly into the [First] portion of the formula for Future Engagement Date? Will that resolve the issue about only showing future dates?
- Robert R FreemanNov 30, 2023Copper Contributor
alexxxandria To integrate the Status into your formula you can wrap the whole thing in another IF statement based on the Completed Status. Since the formula is getting complex it's best to try it out in Excel.
IF(Status="Completed", Date1, Date2)