I have a date field called date_recall (date for which the sales rep recall the prospect). My validation is that. Recall date must be within 3 months of the Insurance Expiry Date (which is called date_effective). date_effective is set to increment by a year if it's expired. Something I should also mention is that, date_effective can be empty. When that happens the recall date can be anything.

Now my problem is that I need to have date_recall auto-enter the date 3 months prior to date_effective and at the same time modifiable so that the rep can move it closer to the expiry date. (situation: He calls the prospect but prospect tells him to call back next week or whenever, as long as it's before the expiry date). Validation would be making sure that it is within 3 months and also not expired (if it is, then reset it to 3 months of next year but I assume this isn't a problem since date_effective will always increment by a year when it is expired).

Here's my Auto-Enter calculation:

If ( not IsEmpty ( date_effective );

Date ( Month ( GetAsDate ( date_effective ) ) - 3 ; Day ( GetAsDate ( date_effective ) ) ; Year ( GetAsDate ( date_effective ) ) )

;

Get ( CurrentDate )

)

And here's my validation calculation:

If ( not IsEmpty ( date_effective );

If ( date_recall ≥ Date ( Month ( date_effective ) - 3 ; Day ( date_effective ) ; Year ( date_effective ) ) ; 1 ; 0 ) ; 1 )

My validation does not work for some reason that is unknown to me.

I could use some help, is my explanation not clear enough?

I use GetAsDate(date_effective) because it's a calculation field and I though maybe it doesn't really return a date.