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I have a custom field whose data type is "Date". I would like to use this field in a formula editor. I want to get only the year value from the date field( field api name is pres_date__c). When I used the following it gave me a error that-

pres_date__c may not be used in this type of formula

i) YEAR(pres_date__c )
ii) YEAR(DATE(pres_date__c))

Both of the above did not give me an year value. Any suggestion how can I just get the year from date?

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  • try YEAR(DATEVALUE(pres_date__c))
    – Ratan Paul
    Commented Jan 20, 2016 at 16:36
  • It gave me the same error..
    – SfdcBat
    Commented Jan 20, 2016 at 16:39
  • Yes I am sure the data type is a date
    – SfdcBat
    Commented Jan 20, 2016 at 16:49
  • what is your return type of formula
    – Prajith
    Commented Jan 20, 2016 at 16:56
  • Yes your formula field return type should be integer
    – Ratan Paul
    Commented Jan 20, 2016 at 16:59

1 Answer 1

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1

Here's what I tested on Contact:

Formula return type: Text 

TEXT(YEAR( Birthdate ))

That works.

I'd check that you really have a date field.

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  • Can I use this TEXT(YEAR( Birthdate )) in a a field whose return type is Text ( is it possible to use this in the formula editor of text data type field)
    – SfdcBat
    Commented Jan 20, 2016 at 17:10
  • Yes, that's how I did it in my test. If you use number Salesforce will try to be helpful and display "2,016". Probably not what you want.
    – powlo
    Commented Jan 22, 2016 at 10:09
  • I had to use a workflow field update for this. It did not work when using in normal text field-> default value-> formula.
    – SfdcBat
    Commented Jan 22, 2016 at 18:17
  • There's a difference between creating a text field with a formula default value, and a formula field that contains text. A formula in a default value can't know about any other values for that record, since they don't yet exist. Therefore the formula editor only gives you access to global values.
    – powlo
    Commented Jan 25, 2016 at 12:05

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