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How to add date filter criteria in custom field formulas

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?

Virginia Hoskins Answered

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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

Tamir Avital 0 votes
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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

Virginia Hoskins 0 votes
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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 Avital 0 votes
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Tamir,

That worked perfectly. Thank you for your help!

Virginia Hoskins 0 votes
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