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Question

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

  • December 4, 2024
  • 0 replies
  • 76 views

MeaganMcOlin
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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 dynamically calculate the next month without hardcoding specific months.

I have several date fields, including:

  • TMB Renewal
  • BLS Renewal
  • ACLS Renewal
  • PALS Renewal

I want the formula to check if any of these fields have a renewal date that falls in the next month. For example:

  • If today is December, the formula should check for renewal dates in January.
  • If today is August, it should check for renewal dates in September, and so on.

I am not great at the code part of Quickbase and all my attempts so far have failed. 

Thank you for your help!

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  • Registered
  • December 4, 2024

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.