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kowsalyav7826
Brainy
Oct 15, 2024 1:05 AM UTC
Solved

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

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.

    somasundaram.d
    somasundaram.dAnswer
    Employee
    Oct 15, 2024 1:39 PM UTC


    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'
    }
    )

    View in thread

    12 replies

    konduruc733182
    konduruc733182
    Inspiring
    Oct 15, 2024 2:16 AM UTC
    Q4 Oct 2024

    You would need custom record fields to filter based on the requirement that you have mentioned.

      somasundaram.d
      somasundaram.d
      Employee
      Oct 15, 2024 4:25 AM UTC

      Why do you avoid Custom Record Field? That could be an easy way

      kumara0180
      kumara0180
      Participating Frequently
      Oct 15, 2024 7:09 AM UTC

      It would be easier to implement if you use custom record field. 

      kowsalyav7826Author
      Brainy
      Oct 15, 2024 1:11 PM UTC

      custom field record has only Quarter and Year as interval, I am trying to get Month as well

      somasundaram.d
      somasundaram.d
      Employee
      Oct 15, 2024 1:14 PM UTC

      What is evaluation type of the record? Real time or Sync time evaluation?

      shubhama926776
      shubhama926776
      Brainy
      Oct 15, 2024 9:56 AM UTC

      [mention:92ba06295fbc4d77b281c512999a858b:e9ed411860ed4f2ba0265705b8793d05]  Are you using queryRecordType to pull data from record?

      शुभम्
      kowsalyav7826Author
      Brainy
      Oct 15, 2024 1:12 PM UTC

      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

      yogip3177
      Brainy
      Oct 16, 2024 4:17 AM UTC

      You can create a custom field with Sync-time and select the 'Extract Partial Dates' option:

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