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?

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

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.

  • 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 Jan 20 '16 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 Jan 22 '16 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 Jan 22 '16 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 Jan 25 '16 at 12:05

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