Hoping someone can help me puzzle out how to do this. Basically, I want to take a set of dates and bucket them into a generic quarter. So, for example, if the date starts with January, I want to bucket that as Q1, if it starts with April, Q2, and so on.
Use Case: We send our NPS surveys out twice a year, and the quarter that the customer receives it is directly related to their renewal date. So, if the renewal date is in Q2, they would get the survey in Q1 and Q3.
I started off just using the exact date and using the rules engine to say if the dates are between 1/1/2021 and 3/31/2021, then, set the NPS schedule as Q2/Q4, and that worked, but then, it occurred to me that I was going to have continually update it as contracts get added further and further out. So, then, I had the thought that I could add field called Renewal Quarter, and assign a value there based on the month of the renewal date, but I can’t seem to isolate the month to do that.
Open to any other suggestions anyone might have. Thanks!
Best answer by phani_kumar
Happy to help you with this use-case. Here is a post where we can know how to calculate the Dates using the Existing date fields.
Hope this helps you.