Forum Discussion

MeaganMcOlin's avatar
MeaganMcOlin
Qrew Cadet
7 months ago

How to Dynamically Check for Renewal Dates in the Next Month in QuickBase

Hi QuickBase Community, I'm trying to create a formula field that checks if any of several renewal dates (in various fields) are in the next month (from the current date). I want this formula to dyn...
formulas
DonLarson's avatar
DonLarson
Qrew Elite
7 months ago

Your fundamental tools are  AdjustMonth, FirstDayOfMonth and LastDayOfMonth.

If( [TMB Renewal] <= LastDayOfMonth(AdjustMonth(Today(),1)) and  

[TMB Renewal] >= FirstDayOfMonth(AdjustMonth(Today(),1)), true, false )

This checks of the TMB Renewal is in next month and will dynamically change every month.

 

MeaganMcOlin's avatar
MeaganMcOlin
Qrew Cadet
7 months ago

Don,

Thank you so much for your reply. I tried that code in a formula text field, is that correct? And I received this error. "Expecting text but found bool"

Also if I get this working can I add the other date fields in the same formula? I am hoping to see all monthly due-dates across all renewal fields.