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Compare dates in search criteria

edited Nov 2, 2023 2:24PM in Ask A Guru 4 comments

By default on the quote form the Expected closed date gets set to the same date that the record is created. This is messing with projections if a user doesn't update that field. I plan on creating a workflow to remedy this. In the meantime, I would like to run a search that compares the Date Created to the Expected Close field and report back any records that are the same. I tried with the Case When formula, but Date Closed reports back a date and time stamp, Expected Close just returns a date. So

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