megaphone
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Stay in the know of how NetSuite can help grow your business with our guides, webinars, and events. Subscribe Here
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
No Limits. Just possibilities. Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.

Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.

Formula for 'within' quarter for condition to be set

edited Dec 2, 2019 3:38PM in SuiteCloud / Customization

I would like to be able to set a condition to make a field mandatory (or not) by using a combination of two field values. I want to set a specific field to be mandatory if the status of the opportunity is A-C AND if the expected close date is within this quarter.

Condition used:
{opportunitystatus.id} in (1,2,3) and to_char({expectedclosedate}, 'Q')=to_char({today}, 'Q')

After field sourcing triggering client fields:
opportunity status and expected close date

Result:
Nothing happened except the system locked me out of editing my opportunities. I could click the edit button, but my drop down of statuses would not open up and if i set a new expected close date it would let me set it but not let me move off of it. Also, I couldn't navigate to the proper subtab where the field i was trying to set as mandatory was located.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 2 (Apr-Jun 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders