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SalesforceDF2011SalesforceDF2011 

Can Quarter function be used in Formula

Hi,

 

I was wondering if there is any function called Quarter that could be used in a formula. I know there is Day, Month & Year.

 

Basically, I am trying to do fire off a workflow rule, if the date is not in this quarter.

 

Any Suggestions?

Navatar_DbSupNavatar_DbSup

You can do this in another way. You can create four workflow rules.

 

 For example:

 I am considering Jan to March as Quater1, April to June as Quater2 and so on. I am taking CloseDate (on Opportunity Object) to identify which quarter it belongs you may take Lastmodified date or any other date value.Please find the below code as reference:

For Quater11 your workflow should be like this:

if( (MONTH(CloseDate ) >=1 && MONTH(CloseDate ) <=3),true,false)

Now you can specify the workflow action for Quater1.

 

For Quater12 your workflow should be like this:

if( (MONTH(CloseDate ) >=4 && MONTH(CloseDate ) <=6),true,false)

 

Now you can specify the workflow action for Quater2.Similarly for Quarter 3 and 4.

 

If you want only one action based on the quater .then you can merge all the condition into a formula field that will return the quater in text (like Q1 for Quater1) and workflow on the basis of that formula field 

 

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.