Greater than *Date* Formula

[JL-ALTERYX]

Hello,

Is there a way to design this workflow to not rely on updating the formulas "2025-01-01" and "2025-04-01" every quarter?

Any help would be greatly appreciated. Thank you!

[KGT · Accepted solution]

A couple of options.

Set the start and end dates as Workflow Constants, and then reference those in the formulas as [User.StartDate] etc.

Have a lookup table that lists the quarter, and the start/end. Join that on and use those fields.

Dynamically work out the dates for the current quarter, would involve the following in some combination:

Todays date: DateTimeToday()

First Month of Quarter: Floor(ToNumber((DateTimeFormat([Today],'%m')/3))+1

First day of that month: DateTimeFirstOfMonth() or DateTimeLastOfMonth()

[JL-ALTERYX]

Thank you so much, this gave me some ideas on how to proceed!