Sunday, January 13, 2019

Edit the Date Format of a Custom Field (Date Type) in a Saved Search

A. Global preference:

To change the company's date format, navigate to Setup > Company > General Preferences > Date Format = YY/MM/DD (Administrator role). The changes apply to all users of the account.

B. Individual Preference:

To change individual preferences for date format, navigate to Home > Set Preferences > General tab > Date Format: YY/MM/DD.

C. Change Date Format in Saved Search only:

To change the date format for the saved search only, use a Formula Text.

In this scenario, the customer needs to change the date format from MM/DD/YYYY to YYYY-MM-DD

1. Edit the existing saved search

2. In the Results tab, add Formula (Text). Enter the following formula in the Formula column: TO_CHAR({xxxx}, 'YYYY-MM-DD')

Note: The xxxx is the internal ID of the custom date field.

3. In the Custom Label, enter a name here to be displayed on the search results.

Note: Remove the other Date column in the Results tab that contains the MM/DD/YYYY format to avoid two Date columns on the search results.

4. Save & Run.


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