Formula Numeric Fields with Conditions
I have a field called Year to Date Sales. I also have a field called Reporting Year. I have a report that needs to bring in that Year to Date Sales figure into the appropriate year i.e., 2019, 2020, e...
Forum Discussion
This is where an application variable can really help. You build an application variable with the value of the current year.
I normally label my variable CurrentYear (no spaces) which helps me separate other fields which typically have normalized spacing in them.
Then, in a formula you can reference the variable value as a regular field [CurrentYear]. So, for example; you would write a formula:
If(Year([Year to Date Sales]) = [CurrentYear], [Year to Date Sales], null)
This would then allow a formula field to dynamically change each time you change the application variable year when the calendar rolls around. I also use this in reports and saves a lot of extra customization.
I normally label my variable CurrentYear (no spaces) which helps me separate other fields which typically have normalized spacing in them.
Then, in a formula you can reference the variable value as a regular field [CurrentYear]. So, for example; you would write a formula:
If(Year([Year to Date Sales]) = [CurrentYear], [Year to Date Sales], null)
This would then allow a formula field to dynamically change each time you change the application variable year when the calendar rolls around. I also use this in reports and saves a lot of extra customization.