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Raquel RiemerRaquel Riemer 

Email alert when expiration date is greater than 6 months of close date

I am trying to figure out this formula.. 

I want an email to go out when an expiration date is 6 months after a close date. Does not have to be exact since not all months are the same amount of days. 
Best Answer chosen by Raquel Riemer
Steve MolisSteve Molis
Why not just use ADDMONTHS, like this
 
Expiration_Date__c > ADDMONTHS(CloseDate , 6)

 

All Answers

Steve MolisSteve Molis
Why not just use ADDMONTHS, like this
 
Expiration_Date__c > ADDMONTHS(CloseDate , 6)

 
This was selected as the best answer
Raquel RiemerRaquel Riemer
Didnt know about that one.. looks like I am going to have to see what issues it will cause to make the close date a date field.. I dont know why but it is a text field
Steve MolisSteve Molis
Whut th?!?  Someone made a field called "close date" and they selected Text as the Datatype instead of Date?  

You can't use ADDMONTHS on a Text field
Steve MolisSteve Molis
What format is the date value in the Text "Close Date" field?  Is it at least something that can be converted easily, like MM/DD/YYYY or MM-DD-YYYY?
Raquel RiemerRaquel Riemer
Yea... no comment.. I am going to change the damn field.. Just going to have to export and re-import info just in case
Raquel RiemerRaquel Riemer
It is not consistent.. OF COURSE.. some have two digit years.. GRRRRRRRR
Steve MolisSteve Molis
Okay, try this...

Go into tn the setup and Configuration on that custom Close Date text field in the Field Properties check the Created By...  

Then find that person and kick them in the shin.  It won't fix the shit show they created by making that field Text instead of Date, but it will let them know how you feel  
Raquel RiemerRaquel Riemer
They were an outside programmer who created a portal for us for the school we deal with.. They have been on the receiving end of my rath for almost 3 years now.. lol
Raquel RiemerRaquel Riemer
YAY that was fun.. (a month later) I converted the damn field both in SF and made sure the portal was mirroring the format.. 

Then I used ADDMONTHS ...

of course while combing through this formatting issue.... I managed to find so many more text date fields on this object.. wish i was involved in that implementation.. The good side is I will always have a job, because many companies do not forward think when it comes to data formatting, layout, normalization.. etc.. they just need things done fast.. understandable .. sort of.. but it keeps me in business.. 

As usual thanks steve read below

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Steve MolisSteve Molis
You know I'm an IPA fan ;-D
Raquel RiemerRaquel Riemer
I am serious... You need a gift basket from me.. you have answered about 100 of my questions through the years.. PM me.. where to send something..