Loading

Identify if the record is Previous Year To Date record using checkbox formula field

Дата публикации: Jul 31, 2023
Описание
Formula checkbox field that will identify whether a record is a previous Year To Date record or not
Решение
Step 1: Create a Custom Formula Field with the following details:
  • Label: Is Previous YTD Record
  • API Name: Is_Previous_YTD_Record__c
  • Return Type: Checkbox

Capture1.png

Step 2: Enter the below formula in the Formula Editor and click on the Check Syntax button to make sure the formula syntax is correct
 

IF(
AND(
YEAR(DATEVALUE(CreatedDate)) = (YEAR(TODAY())-1),
MONTH(DATEVALUE(CreatedDate)) = MONTH(TODAY()),
DAY(DATEVALUE(CreatedDate)) <= DAY(TODAY())
),
true,
false
)


Tip: You can replace DATEVALUE(CreatedDate) with any other Date type field in the formula if you wish to track YTD based on that.

Step 3: Go to the Page Layouts section on the left and select the desired layout. For example: I want to display it on the Account Layout

Step 4: Locate the field using the Quick Find option



Step 5: Double Click + Hold on Is Previous YTD Record field to drag and drop onto the layout. Click on the Save button to save the changes.  



Step 6: Voila! We are done and here's how it looks on the page



_______________________________________________

Written By: Ruchit Patel | Salesforce Answers Leader
Ruchit is a senior Salesforce Developer at Cognizant with 5x Salesforce Certified and has been working in the Salesforce ecosystem for the past 5 years. Working with Apex and Lightning is his core expertise and he loves to take on new challenges. He is a passionate learner who always strives for growth and believes in giving back to the Trailblazer Community by helping answer questions.

Submissions reflect only the opinions of the user who made available the Submission and not the opinions of Salesforce, regardless of whether the user is affiliated with Salesforce, and may contain or constitute products, services, information, data, content and other materials made available by or on behalf of third parties ("Third Party Materials).  Salesforce neither controls nor endorses, nor is Salesforce responsible for, any Third  Party Materials, including their accuracy, validity, timeliness, completeness, reliability, integrity, quality, legality,  usefulness or safety, or any applicable intellectual property rights. Any Submissions made available through any message board or forum in response to posted questions, or that otherwise purports to answer any questions, including any questions about Salesforce or Programs, are made available for your general knowledge only and should never be relied upon as answers to your specific questions (even if an answer is marked as a “best” answer or with any similar qualifications). You should always contact Salesforce support for answers to your specific questions. Salesforce has no control over Submissions, and is not responsible for any use or misuse (including any distribution) by any third party of Submissions.

If you have questions, tap into the wisdom of our entire Trailblazer Community here: https://trailhead.salesforce.com/trailblazer- community/feed
 
 
Номер статьи базы знаний

000393771

 
Загрузка
Salesforce Help | Article