FAQ: Logic Timeline Date Sync with Opportunity Date

1. What is the field for the "start date" on the timeline?

The start date is stored in the psce__PSC_Timeline_Period__c.psce__Date__c field on the psce__PSC_Timeline_Period__c object.

2. What is the field for the "end date" on the timeline?

The end date is stored in the psce__PSC_Timeline_Period__c.psce__End_Date__c field.

3. How is the end date calculated for different periods?

The end date is determined based on the frequency set for the timeline (weekly, monthly, quarterly, or yearly).

Weekly:

• The start date is set to the Monday of the week, and 6 days are added to calculate the end of the week.

Monthly:

• The number of days in the start month is calculated, and the end date is set to the last day of that month.

Quarterly:

• The current quarter is determined based on the start date, and the end date is set to the last day of the quarter (e.g., March 31, June 30, September 30, or December 31).

Yearly:

• The end date is set to December 31 of the same year.

4. How is the start date determined for the first timeline period?

For the first timeline period where psce__Order__c = 1, the start date is taken from the psce__Date__c field.

5. How are subsequent dates populated?

Subsequent timeline periods are populated based on the frequency logic and the start date of the first period.