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Formula - create annual reminder for birthdays and anniversaries

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Maelyn
Airtable Employee
Airtable Employee

If you're looking for a formula field that translates an employee's start date or birthdate into the current year (for notifications or action items), here's a formula that does that for you.

Requirements:

  1. Add a date field called DOB (You can change this later if you don't like it)
  2. Add a formula field and input the formula below:
DATETIME_PARSE(DATETIME_FORMAT(DOB, 'MM') &"/" &DATETIME_FORMAT(DOB, 'DD') &"/" &
IF(MONTH(NOW()) = DATETIME_FORMAT(DOB, 'MM'),
IF(DAY(NOW()) <= DATETIME_FORMAT(DOB, 'DD'), YEAR(NOW()), YEAR(NOW())+1),
IF(MONTH(NOW()) < DATETIME_FORMAT(DOB, 'MM'), YEAR(NOW()), YEAR(NOW())+1)))

 

Now you can change the name of the DOB field if you want. 

Happy Airtabling!

*Note: visit airtable.com/formulas for more info about formulas in Airtable

 

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