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  • 1.  Reminder Notification for Upcoming Birthdays

    Posted 20 days ago
    We want to know when an employee's birthday is upcoming.  We capture their DOB in a date field, so how do I get that month/day information in a format that I can use in a Reminder notification?

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    Keith Hendrick
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  • 2.  RE: Reminder Notification for Upcoming Birthdays

    Posted 20 days ago
    Here is an example of a formula Date Field which will calculate an employees Next anniversary of their hire date. You could just adapt it for your purposes

    var date HireDate=[Hire Date];
    var date Datetest = Date(Year(Today()),Month($HireDate),Day($HireDate));

    IF($DateTest >= Today(), $DateTest, AdjustYear($DateTest,1)

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 3.  RE: Reminder Notification for Upcoming Birthdays

    Posted 19 days ago
    Worked perfectly. Thanks!

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    Keith Hendrick
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  • 4.  RE: Reminder Notification for Upcoming Birthdays

    Posted 20 days ago
    I actually have this very thing in an app I built for another entity:

    First, I built a report that displays "Birthdays (Next Month)", then I created a Quickbase Notification that sends the report to a specified user on the 15th day of each month.
    The report is built off of the Birthday field (Formula Date) and an "Age (Now)" field (formula-numeric).  "Birthdate" field below is a standard Date field.

    Birthday Formula:
    AdjustYear([Birthdate], [Age (Now)]+1)

    Age Now Formula:
    //AGE and decimal months

    // replace the [DOB] field with your date of birth field

    var date DOB = [Birthdate];

    var number Years =

    Year(Today())-Year($DOB)
    -
    If(
    Month(Today())<Month($DOB)
    or
    (Month(Today())=Month($DOB) and Day(Today())<Day($DOB)),1,0);

    var number MonthsDifference = Month(Today()) - Month($DOB) ;
    var number Months = If($MonthsDifference >= 0, $MonthsDifference, 12 + $MonthsDifference);

    Round($Years + $Months/12,0.1)

    Hope this helps.

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    Ryan Buschmeyer
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  • 5.  RE: Reminder Notification for Upcoming Birthdays

    Posted 19 days ago
    Thanks, Ryan.

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    Keith Hendrick
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