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bmontgomeryenbalabmontgomeryenbala 

How to have Close Date field populate Quarter Closing field?

Hi everyone,

 

I'd like to set up my opportunity page so that when someone selects a close date, a quarter closing date is automatically populated with Q1, Q2, Q3 or Q4. ie. If I select Februuary 1st, then Q1 will appear in the Quarter Closing field. 

 

I understand I'd need to make a custom field, but what is the best way to set up the autopopulate?

 

Thanks in advance.

ClintLeeClintLee

You could achieve this by creating a custom field ( i.e. Quarter Closing ) and setting it to a formula type.

 

You then have some options on the best way to structure the formula but the obvious would be 

 

IF( MONTH( CloseDate ) = 1, "Q1",

IF( MONTH( CloseDate ) = 2, "Q1",

IF( MONTH( CloseDate ) = 3, "Q1",

IF( MONTH( CloseDate ) = 4, "Q2",

...

IF( MONTH( CloseDate ) = 12, "Q4" )

) ) ) ) ) ) ) ) ) ) )

 

There's a formula editor available when you're creating a custom forumula field that has an explanation of all the formula functions which is pretty handy.

 

Hope that helps!

 

~ Clint