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How to filter a custom field sourcing from Account Period to show only "Quarter"?

edited Jun 2, 2025 2:43PM in Ask A Guru 3 comments

Hi everyone,

I would like to know that how to create a custom field to show only "Quarter" which is sourcing from Accounting Period.

I tried to set up in Sourcing and Filter, like this:

But on the record, it is still shown "Month" instead.

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