This article uses the term Potential, which was the original name Zoho CRM used for what is now called the Deals module. If you're on a current account, you'll want the term Deal wherever "Potential" appears below.
Setting the Closing Date to the end of the month automatically
If you want a Deal's Closing Date field to automatically default to the end of the current month, this can be done using a Workflow Rule with a custom function, or a formula field, depending on exactly when and how you want the date set.
- Create a Workflow Rule. Go to Setup, then Automation, then Workflow Rules, then Create Rule, choosing Deals as the module and Create as the trigger.
- Add a custom function as the action. Write a Deluge function that calculates the last day of the current month and updates the Closing Date field with that value.
- Test and activate. Test the rule against a new Deal to confirm the date calculates correctly, then activate it.
Note: If you want this to update every time the Deal's month effectively changes, rather than only once on creation, you'll need to adjust the trigger and criteria accordingly, since a Create-only trigger won't reapply the logic later.
Need help? 1 Cloud Consultants can help you build a Deluge function to automate Closing Date logic, or design a broader automation strategy for your Deals pipeline.
Book a discovery call with 1 Cloud Consultants.