Skip to main content
Topics#Data ManagementBrent Downey 的问题
Brent Downey (Pushpay) 提问于 #Data Management
2014年5月7日 17:45

Formula field counting records where Date__c = "This Year"

I am trying to do a roll-up summary on a few child objects in a master detail relationship based on the date field on the child record. Since I can't use relative dates in a roll-up summary field, I think I need to create a formula to indicate that the child record falls in the "this year' category but I am at a loss on how to write it. Formulas apparently don't like relative dates either.

 

Ideally, I would like a formula to enter "1" to a text field if Date__c falls within the "this year" timeframe. I can then use the formula field as a filter in the roll-up summary field to get my totals on the master record.

 

Any thoughts or feedback is welcomed!
14 个回答
  1. Scott Thornton (Canadian Cancer Society)
    2014年5月7日 22:14
    Check out this idea, with PM comment explaining the limitation. https://success.salesforce.com/ideaView?id=08730000000BrUAAA0  

     

    Potential workaround (untested, just taking a stab at it) may be text or number custom field on the child you're trying to roll up, updated via workflow w/ IF(YEAR(Date__c ) = YEAR(TODAY()), "1", "") on update.  In theory, the criteria field isn't calculated in a variable way, so it should be fair game for roll-up summary criteria?
撰写回答...
0/9000