DanielMatthews
5 years agoQrew Member
Excluding Records not in Current Fiscal Year (Formulas)
Hi,
I'm making a new field, a Formula Checkbox type field, that will be checked under certain conditions (which I've figured out how to code), but I need it to be unchecked if the date in a different field - [Employment Start Date] - is before the current fiscal year (regardless of what fiscal year we are in). My organization's fiscal year begins in July and ends in June, and takes the year of the final month. (So for example today, 3/3/21, is in FY21 Q3.) Ultimately, I will use this field in summary reports, to summarize the total number of employees that meet the conditions in this new field (each record is 1 employee). Here are more details, and ultimately what I need my code to look like:
Field #1: [Employment Start Date] (field type = date)
Field #2: [New Field] (field type = formula - checkbox)
Field #2 code:
If(condition 1, false,
condition 2, true,
condition 3, true,
"[Employment Start Date] is before the beginning of the current fiscal year", false
)
I've figured out conditions 1-3. I just need to know how to code what I wrote in quotations. Thank you!
------------------------------
Daniel Matthews
------------------------------
I'm making a new field, a Formula Checkbox type field, that will be checked under certain conditions (which I've figured out how to code), but I need it to be unchecked if the date in a different field - [Employment Start Date] - is before the current fiscal year (regardless of what fiscal year we are in). My organization's fiscal year begins in July and ends in June, and takes the year of the final month. (So for example today, 3/3/21, is in FY21 Q3.) Ultimately, I will use this field in summary reports, to summarize the total number of employees that meet the conditions in this new field (each record is 1 employee). Here are more details, and ultimately what I need my code to look like:
Field #1: [Employment Start Date] (field type = date)
Field #2: [New Field] (field type = formula - checkbox)
Field #2 code:
If(condition 1, false,
condition 2, true,
condition 3, true,
"[Employment Start Date] is before the beginning of the current fiscal year", false
)
I've figured out conditions 1-3. I just need to know how to code what I wrote in quotations. Thank you!
------------------------------
Daniel Matthews
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