Hello, I have a Date Formula field that calculates correctly and displays the expected date. However, I’ve found that it doesn’t function as a standard date field when setting up automated tasks or record rules.
I tried to work around this by using a record rule (on create/edit) to copy the formula’s date value into a standard Date field, but that approach doesn’t seem to work either.
What is the recommended way to either:
Use the value of a Date Formula in an automated task or
Populate a regular Date field with the value from a Date Formula so it can be used in task filters and conditions?
To be very specific, I need a date field that shows 5080 days after a DOB field. Automated task needs to run at 13 years and 11 months (5080 days). Any guidance would be appreciated!
Thank you!