I have one requirement where I have to update one field in parent object( Installed product) when end date of child object ( product warranty) is in current quarter ( July-Sept.). How write formula for the same in process buider?
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If you want to check whether a date is in the current quarter, add a check to compare the date’s year and quarter with TODAY()’s year and quarter. You can use below formula. Replace date with your date field API name.
AND( CEILING( MONTH( date ) / 3 ) = CEILING( MONTH( TODAY() ) / 3 ), YEAR( date ) = YEAR( TODAY() ) )
Take a look here Sample Date Formulas (
https://help.salesforce.com/articleView?id=formula_examples_dates.htm&type=0)
