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Workflow Condition Custom Formula for Comparing Dates

edited Jun 2, 2025 2:39PM in Ask A Guru 3 comments

Hi all. I'm setting up a workflow to set the status of a Case record based on the date entered in certain field. The use case is this:

  • A user enters a date in a custom field "Date of Sale"
  • If the value in the case record's "Date Created" is greater than "Date of Sale" + 2 years, the Case status is set to "Out of Warranty"
  • If the value in "Date Created" is less than or equal to "Date of Sale" + 2 years, no change is made.

My workflow triggers After Field Edit of "Date of Sale" with the condition formula {startdate} > ADD_MONTHS({custevent_dateofsale}, 24)

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