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October 15, 2024
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how to set quarter, month and year filter for a record

  • October 15, 2024
  • 12 replies
  • 0 views

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.

    Best answer by somasundaram.d


    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'
    }
    )

    12 replies

    konduruc733182
    October 15, 2024
    Q4 Oct 2024

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

    somasundaram.d
    October 15, 2024

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

    kumara0180
    October 15, 2024

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

    October 15, 2024

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

    somasundaram.d
    October 15, 2024

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

    shubhama926776
    October 15, 2024

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

    October 15, 2024

    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

    October 16, 2024

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