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Lieke Gty 님이 #Sales And Marketing에 질문했습니다

Hi all,

 

I want to use a filtered view for a customized object. This object is 'installation orders' and I want to filter the view by 'promised installation date' is 'previous business day'. So filter on yesterday, but when yesterday falls in the weekend --> show the installation order of the last weekday (aka Friday). 

I added a custom field (named 'PreviousWeekday') (under the field 'Installation Order'), with the following formula (type: date):

 

CASE( 

 

MOD( PromisedInstallationDate__c - DATE( 1900, 1, 7 ), 7 ), 

 

7, PromisedInstallationDate__c -2, 

 

1, PromisedInstallationDate__c -3, 

 

PromisedInstallationDate__c -1 

 

)

 

Where the outcome should be the previous business day.

 

However, when I want to use this as a filter in a view, I get three picklists where the first is:

'Field' then 'Operator' and third 'Value'.

Field should be 'PreviousWeekday' but I do not know what to pick for the other two. An example of what can be picked is ('equal to' and 'YESTERDAY').

 

- 1. Does anyone know if my formula is right? If not, what it should be?

 

- 2. What should I fill out from the picklist 'Operator' and in the box 'Value'?

 

- 3. Recommendations for another way to get a view that sorts by the previous business day?

 

Thanks in advance!

 

 
답변 4개
  1. 2018년 4월 13일 오전 8:31
    I made it work! I used the following formula:

     

    CASE( 

     

    MOD( PromisedInstallationDate__c - DATE( 1900, 1, 7 ), 7 ), 

     

    7, PromisedInstallationDate__c -2, 

     

    1, PromisedInstallationDate__c -3, 

     

    PromisedInstallationDate__c -1 

     

    )

     

    With the list view values:

     

    Previous Weekday equals 'Last 2 days'

     

    Previous Weekday does not equal 'Last 1 days'
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