Expression to trigger current fiscal year as preselection

[#1]

Hi,

I would like to preselect the current fiscal year on opening the the QVW. I have the same for the current month, so the general approach is clear.

But how can I select the current fiscal year? The data in the corresponding field looks like e.g. '2013/2014' and I'm stuck on building the expression for the trigger.

Thanks.

[its_anandrjs]

Use Document event trigger and apply selection trigger for the current fiscal year field and when you open the application the current selection of fiscal year selection comes.

Hope this helps

Thanks & Regards

[#3]

Thanks.

I would like to have it dynamically, meaning today is the last day in the FY13/14, tomorrow starts FY14/15, so I would like to preselect the currently valid FY. Is that possible?

[alexandros17]

Have you tried with this?

If(today() <= makedate(year(today()), 3, 31),

(Year(Today())-1) & '/' & Year(Today()),

Year(Today()) & '/' & (Year(Today())+1)

)

[tresesco · Accepted solution]

Generic expression:

=((Year(Today()) + If(Month(Today())>=4, 1, 0) )-1)& '/'& (Year(Today()) + If(Month(Today())>=4, 1, 0) )

Assuming, April is the first month of fiscal year.

[#6]

I don't know what I'm doing wrong, when using these expressions in a listbox they're working fine, but not as an document event trigger .

[tresesco]

Try to upload a sample qvw that demonstrates the issue.

[simondachstr]

Try using the =max() function to determine the latest day.

[#9]

This won't work if I understand you correctly, as we already have future dated FYs in the system.

[its_anandrjs]

If in your Financial Year field you have a updated max date then in document trigger use On Open -> Add action -> select in field -> select financial year field -> in Search string type =Max(Financial Year).

Hope this helps

Thanks & Regards