how to set quarter, month and year filter for a record

Question

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.

Soma · Accepted Answer

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' } )

Soma · Answer

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

how to set quarter, month and year filter for a record

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