[v mithula sri]

Hi Everyone,

I have a requirement like depending on customers birth day date we send them gift coupon and that coupon is valid till next month

so in order to do this we need those customers in a search. For example, i am a customer today is my Birthday November 20 so I should be present in the search till December 20. How can i apply this in saved searches by using formulas,Can anyone help what formula we need to use.

Thanks!
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[j.j]

create a saved search on customer – in filters select birthdate on today – this will list all customers having birthday on any day (variable) e.g. on nov 20 it will list all customers with birthday on nov 20 and the next day on nov 21 will show all with birthdate on nov 21

[v mithula sri]

Thanks for your quick response J.J. But my requirement is like Need to pull all customers and they should be removed automatically after a month from his birth date.

[mwhite@hgyp.com]

You should be able to use a relative date filter. Something like this:

[v mithula sri]

Thanks for your reply mwhite@hgyp.com! It's working fine. But it won't work for past data i mean like if that customer birth data is like 20-nov-1998. Need to filter out through date and month. Can you guys help using custom formulas using (functions as decode and some other).

Thanks!

[mwhite@hgyp.com]

Duh! Sheesh. Can't believe I missed that. There may be something more simple, but this should do it:

CASE WHEN TRUNC({today} – to_date(TO_CHAR({birthdayField},'MM/DD') || '/' || TO_CHAR({today},'YYYY'))) BETWEEN 0 AND 30 THEN 1 END

This part is basically creates their birthday on the current year:

to_date(TO_CHAR({birthdayField},'MM/DD') || '/' || TO_CHAR({today},'YYYY'))

[v mithula sri]

Thanks mwhite!. It contains syntax error, Could please check it once

[v mithula sri]

Thanks mwhite!. It contains syntax error, Could you please check it once

[v mithula sri]

Hi,

Can anyone suggest like which formula need to use for my requirement. For example i have a field called "BirthDate" in customer record (21-nov-1990). While building a search based on "birthdate", we should mention criteria like that customer has to be in search Results till (21-dec).

Thanks!

[mwhite@hgyp.com]

You'll want to replace {birthdayField} with whatever field you're using.

[v mithula sri]

Yeah i have replaced that field over their (formula you have assigned). Even it's getting error like syntax error

[v mithula sri]

We need to pass this as criteria rite?. In saved search by using formula field, we place formula in formula field and that condition we need to take?

[mwhite@hgyp.com]

Yes. Formula (numeric) and value equal to 1

[v mithula sri]

it's getting like this,

Attached Files

[mwhite@hgyp.com]

Let me test

[Author]

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