Did the "This Month" formula I gave above not work? CASE TO_CHAR({DateCreated},'MMM') WHEN TO_CHAR(sysdate,'MMM') THEN {amount} ELSE 0 END My Date Criteria is a 2-year period. I've just found out the problem on this formula: If I use this: CASE WHEN LAST_DAY({TODAY})-{DATECREATED} BETWEEN 1 AND 31 THEN {ENTITYID} END, I am…

Hi Nick - my date criteria is from Jan. 1, 2009 up to Dec. 31, 2010 (i'm looking for "Last Year To Date", but there's no option so I hard-coded the dates for now). I have to compare results for this year and last year. Thanks.

Re: "This Month" I'm also trying to figure out this "THIS MONTH" formula: Formula (Numeric) Summary: Count (i.e. count of customers created for this month) CASE WHEN LAST_DAY({TODAY})-{DATECREATED} BETWEEN 1 AND 31 THEN {ENTITYID} END However, I am getting and Invalid Expression. Any idea why? When I tried to simplify the…

Hi Nick, Thank you. The first option worked. -Gary

Hi Ianic - thanks for the reply. This is OK now. It's my global condition in the workflow that caused the problem.

I've created a button on the case form that copies the existing case to create a new one. That works great. I'd like to be able to take the user to the new record after it's created. Right now clicking the "Copy Case" button keeps to user on the existing case. My current workflow has two steps - Add Button and Create…

Hi Evan, I understand that mhambalek's workflow is copying a case record to a new case record. What if I have a custom field in my customer record which I want to copy to another field which is created in a custom record. Is this possible in a workflow? Thanks, Gary

No worries. Thanks =)

Thanks mhambalek. i've also posted a question (to Evan) in your other post: https://usergroup.netsuite.com/users/showthread.php?t=28428 and just wondering if you think this is possible: "What if I have a custom field in my customer record which I want to copy to another field which is created in a custom record. Is this…