3

There is a object Name "Opportunity" in which there is 4 fields mention below Closed Date, Month, Year, Quarter. Now As i fill the date manually , Once i click on "Save" the remaining field i.e 'Month', 'Year' and 'Quarter' should automatically populate For Eg: Closed Date: 23/02/2013 (Manually filled) then After Save : Month=Feb, Year: 2013, and Quarter: 1st. (should automatically filled)

Can anyone help me with this workflow rule or formula and how to do this??

3

You can create formula fields as follows

Month

MONTH(CloseDate)

Year

YEAR(CloseDate)

Quarter

FLOOR((MONTH(CloseDate)-1)/3) + 1

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.