Help with Date Filter

[n_snapp92]

Hello!

I am currently looking for a way to create a filter (or even formula to identify) situations in which one of my workflow date fields is in a prior month then another date field. So for example BOL DATE field shows a May date but my other field, MOVEMENT DATE, shows a July date. This is something we do monthly so the months will always be changing. Just need a way to identify when the BOL DATE field has date one month, two months, potentially more months, prior to the MOVEMENT DATE field.

Thanks!

Nick

[JosephSerpis]

Hi @n_snapp92 I mocked up a couple of ways you could do this let me know what you think? Could you provide the format that your dates come in as well?

[Jonathan-Sherman · Accepted solution]

Hi @n_snapp92,

You could use:

DateTimeFormat([BOL DATE],'%m-%Y') = DateTimeFormat([MOVEMENT DATE],'%m-%Y')

As a custom filter, this would check the month and year are identical for the record to be classed as true.

If this solves your issue please mark the answer as correct, if not let me know!

Regards,

Jonathan