hi,
I wanted to set a user filter for my record, which will pull the records based on quarter/month and year. I am trying to avoid the custom record field.
example - Q4 Oct 2024
The field that has date time stamp in my record is "CREATED ON".
Any help is appreciated.
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kowsalyavijayan said:Q4 Oct 2024
You would need custom record fields to filter based on the requirement that you have mentioned.
Why do you avoid Custom Record Field? That could be an easy way
It would be easier to implement if you use custom record field.
kowsalyavijayan Are you using queryRecordType to pull data from record?
custom field record has only Quarter and Year as interval, I am trying to get Month as well
nope, I am trying to implement End user reporting, I don't see Quarter , Month and Year being as option in the available chart. having a filter is easily syncable , but if a new field needs to be interested , I have to reupload the package to this utility
What is evaluation type of the record? Real time or Sync time evaluation?
real time
You should be able to achieve it by first creating 3 custom field for year, month and quarter. Then concat to get the desired format
a!customFieldConcat( {"Q", 'recordType.createdOnQuarter', " ", a!customFieldMatch( value: 'recordType.createdOnMonth',
whenTrue: a!customFieldCondition( field: fv!value, operator: "=", value: 1 ), then: "Jan", whenTrue: a!customFieldCondition( field: fv!value, operator: "=", value: 2 ), : : : then: "Feb", whenTrue: a!customFieldCondition( field: fv!value, operator: "=", value: 9 ), then: "Sep",
default: "Oct" ), " ", 'recordType.createdOnYear' })