5 answers
Lindsey,
There is a good example of a formula to calculate this at the following link:
https://help.salesforce.com/apex/HTViewSolution?id=000004173&language=en_US
Look in the section titled "** CONFIRMING SAME YEAR **" and adjust it to use the CreatedDate rather than TODAY(). The adjusted formula would look something like this.AND
( YEAR(CloseDate) = YEAR(Datevalue(CreatedDate)),
CASE(MONTH(CloseDate),
1,1,
2,1,
3,1,
4,2,
5,2,
6,2,
7,3,
8,3,
9,3,
10,4,
11,4,
12,4,
98)
=
CASE(MONTH(Datevalue(CreatedDate)),
1,1,
2,1,
3,1,
4,2,
5,2,
6,2,
7,3,
8,3,
9,3,
10,4,
11,4,
12,4,
99)
)
Add the formula as a checkbox field and the value will be checked if the created and closed were in the same year and quarter or unchecked if the values are in different quarters.
