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Monisha M 14 To display all the data which are of three months past and three months future
Hi ,
We have a requirement to display all the records which are having start date in 3 months past and in 3months future in the Objects Tab List View.
Tried creating formula fields to calculate the date and display the records in the list view when this formula field becomes true.
Start_Date_vod__c <= Today() - 30
But this formula displays only one record which has a start date <= today - 30 and not the other records.
Could you please help me in achieveing this requirement?
Thanks,
Monisha
We have a requirement to display all the records which are having start date in 3 months past and in 3months future in the Objects Tab List View.
Tried creating formula fields to calculate the date and display the records in the list view when this formula field becomes true.
Start_Date_vod__c <= Today() - 30
But this formula displays only one record which has a start date <= today - 30 and not the other records.
Could you please help me in achieveing this requirement?
Thanks,
Monisha
You don't need to use a formula field for this,
You can create a list view and add a filter for it.
So you can just create two list views to display records
3 months past and 3 months future
You can use these two following date fields in a filter.
1. Last 90 Days
2. Next 90 Days
Please visit this link for reference.
https://help.salesforce.com/s/articleView? id=sf.notes_on_entering_filter_criteria.htm&type=5
By changing the list view to Three Month past you can view past Accounts.
By changing the list view to Three Month future you can view future Accounts.
I hope you find the above solution helpful. If it does, please mark it as the Best Answer to help others too.
Thanks and Regards,
Suraj Tripathi
All Answers
You don't need to use a formula field for this,
You can create a list view and add a filter for it.
So you can just create two list views to display records
3 months past and 3 months future
You can use these two following date fields in a filter.
1. Last 90 Days
2. Next 90 Days
Please visit this link for reference.
https://help.salesforce.com/s/articleView? id=sf.notes_on_entering_filter_criteria.htm&type=5
By changing the list view to Three Month past you can view past Accounts.
By changing the list view to Three Month future you can view future Accounts.
I hope you find the above solution helpful. If it does, please mark it as the Best Answer to help others too.
Thanks and Regards,
Suraj Tripathi
Thanks for the response.
I tried the above filters but its not showing any results for me.
Start Date equals Last 90 days.
Is there anything else to be done?
Thanks
Can you please check that whether there are records in the last 90 Days?
Thanks
Yes , its working now. Thank you so much :) .
Regards,
Monisha