Change Month Number To Text (1 to JAN, 2 to FEB etc)

Hello,

I have created a field that displays the Month an Opportunity Closed. It is coming over as a number but I would like this to be displayed as text i.e. 1 = JAN, 2 = FEB, 3 = MAR etc.

The Field I have created is month_closed_c (Text Field) and is using this formula: monthofyear($date_closed)

How can I convert the number value this field returns in to a text value?

Thanks

Parents

0 Liam Hastings over 7 years ago

Hi Philip Scott,
In order to do this you will need to add to your calculation. You can achieve this easily in 1 of 2 ways:
1) Use ifElse functions to check the month and determine what text to display
2) Create a Dropdown list with Item Names of 1 to 12 and put the Display Labels as the text you want to see. Then add in the getDropdownValue function into your formula as per the following Knowledge Base article to get the Display Label based on the monthofyear number that is returned (you can refer to the Probability field on Opportunities in Sugar 7 for this also as it uses this principal as well).
http://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Sugar_Logic/Calculated_Field__Copying_Dropdown_Valu…
Personally I would go with approach 2 just because it less hassle to setup.
I hope this helps.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Reject Answer

Cancel

Reply

0 Liam Hastings over 7 years ago

Hi Philip Scott,
In order to do this you will need to add to your calculation. You can achieve this easily in 1 of 2 ways:
1) Use ifElse functions to check the month and determine what text to display
2) Create a Dropdown list with Item Names of 1 to 12 and put the Display Labels as the text you want to see. Then add in the getDropdownValue function into your formula as per the following Knowledge Base article to get the Display Label based on the monthofyear number that is returned (you can refer to the Probability field on Opportunities in Sugar 7 for this also as it uses this principal as well).
http://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Sugar_Logic/Calculated_Field__Copying_Dropdown_Valu…
Personally I would go with approach 2 just because it less hassle to setup.
I hope this helps.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Reject Answer

Cancel

Children

0 Philip Scott over 7 years ago in reply to Liam Hastings

Thanks! This works great. I went with option #2 per your recommendation.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Philip Scott over 7 years ago in reply to Liam Hastings

Hi Liam/ Or anyone else,
If I were to use the first option (Use ifElse functions to check the month and determine what text to display) would I need to create multiple fields to accomplish this or can one field handle all the converstions and be encompassed in the "Month Closed" field (monthofyear($date_closed))

Currently I have a total of two fields to accomplish this. The first field gives me the number of the month and the second converts it to text i.e JAN, FEB using a dropdown list.

Ideally I would like everything handled in a single field. Is this possible? And if so what would the formula look like?
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel