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Question

Reminder Notification for Upcoming Birthdays

  • November 15, 2022
  • 0 replies
  • 159 views

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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MarkShnierYou
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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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rbuschmeyer
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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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