I am trying to write a formula for a custom field that has date criteria, but I have been unsuccessful . I am trying to write an if statement with if the due date is between X and Y, then...
I am unable to find any formula options around dates (between, this year, this month, this quarter, ETC.). I know these criteria are available in the reporting module (both in Clarizen and Excel add on), but I cannot find the same functionality when creating a custom field.
Are these formula options available for custom fields? If so, where do they live?
Please sign in to leave a comment.
Hi Virginia,
Creating a CF that will leverage a specific date in time is problematic with CF since it requires the field to leverage Today's date (or in that case Today() function) which is not easy . If you could please elaborate on the exact use case I will try to suggest you the best possible solution.
Looking forward for you response.
Regards,
Tamir
Hi Tamir,
I am trying to great a custom field calculated on a formula. Something like "Revenue for Quarter 4 2015" and the formula be if due date is between 10/1/15 and 12/31/15, then sum fee associated with the project; if the due date does not fall between that date range, then show a 0.
Do you have any suggestions or best practices for this? Is it even possible?
Thanks!
Virginia
Hi Virginia,
If that's the case you should have any problem in creating that.
All you need to is just create the field and have in the formula, for example Duedate>Date(2015,10,1) && DueDate<Date(2015,12,31)
Please let me know if it makes sense.
Good luck!
Tamir
Tamir,
That worked perfectly. Thank you for your help!