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Creating processes to run automatically on a specified date
I have a Payments object, and on that Payments Object I have formula fields that calculate how many calendar years ago and fiscal years ago the payment was made. I needed the values to roll up to the Opportunity, but rollups don't work with formula fields- so I created currency fields to hold the values for the rollup.
But I can't seem to set the default value on those currency fields to a formula field in the same object. I can't create a workflow that runs on January 1 and July 1. Doing a manual mass update twice a year isn't the worst scenario in the world, but If I need to run a report with the correct rollup values and I don't notice they are incorrect- my report is wrong. Or if I do notice, then I have to reack down why the value isn't right.
Any ideas to automate the process to copy the calues from the formula field to the currency field on a particular date?
But I can't seem to set the default value on those currency fields to a formula field in the same object. I can't create a workflow that runs on January 1 and July 1. Doing a manual mass update twice a year isn't the worst scenario in the world, but If I need to run a report with the correct rollup values and I don't notice they are incorrect- my report is wrong. Or if I do notice, then I have to reack down why the value isn't right.
Any ideas to automate the process to copy the calues from the formula field to the currency field on a particular date?
Cyrus T
www.levementum.com
we can have a filter
My_Date__c EQUALS next 6 months