Vadim Tabakman

Nintex Workflow - Get Fiscal Quarter UDA

Given that in some parts of the world, we are currently in the final month of the fiscal quarter, I thought this would be a great post.  I recently was asked if it's possible figure out what fiscal quarter you're currently in, using Nintex Workflow.

I thought that this is something people could reuse in any number of workflows, especially Financial sector business processes.  Below is a video that talks to the intricacies of putting together the User Defined Action (UDA) and also the workflow that tests it out to make sure it works.

The User Defined Action Design

If you haven't already seen in past posts, I like labeling my actions and also grouping them into Action Sets so that it makes it easier to minimize and hide functionality.  This gives you a more holistic view of the workflow design.

The actual calculation is based on taking the numerical value of the month and subtracting 1 from that so that it is zero-based.  We then divide that number by three, and get the value before the decimal point.

0 = First three months (January, February or March)

1 = April, May or June

2 = July, August or September

3 = October, November or December.

Depending on what you consider your first fiscal quarter, you'll need to set the output variable appropriate. 

Workflow Design

The workflow design that is downloadable at the bottom of this post is quite simple.  There's no business value for the workflow itself.  It's just a test to make sure the UDA works.

Important Design Points

The User Defined Action has a Regular Expression action as the first action.  It is used to extract the numerical Month in the date.  In the environment I am using, the date is in a format used in the US - MM/dd/yyyy.  So we are pulling all the numbers from the beginning of the date.  You need to be aware that if you are in another location, that format for the date may be different. eg. Australia - dd/MM/yyyy.  This would require a different regular expression.  Probably would require extracting data from the middle of the string.  If you're in that position, take a look at this post : Extract Text from Between Two Text Strings

Downloads

Nintex Workflow 2013

Download the User Defined Action (UDA)  - Download and import the UDA into the Manage User Defined Actions page

Download the User Defined Action (NWF)  - Download and import the UDA into the Create User Defined Action designer page

Download the Workflow  - Download and import into the Workflow Designer page

Posted by Vadim Tabakman Monday, June 9, 2014 1:51:00 PM Categories: Action Set Nintex Workflow Nintex Workflow 2013 Regular Expression Switch
Copyright Vadim Tabakman
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Comments

Tuesday, June 10, 2014 8:44:53 AM
Mark Uden
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re: Nintex Workflow - Get Fiscal Quarter UDA

Hi Vadim,

Thank you, this could be very useful!

I've adapted it for my own purposes. We use the "dd/mm/yyyy" format, but I've found another way to get the month number: I used a "Convert Value" action with the input set to "fn-FormatDate(DateVariable,"MM")". Also, I took another approach to rounding down after dividing, by using a regular expression to delete the decimal point and anything after it, then another action to convert it back to a number. It seems to be working well!

Regards,

Mark

Tuesday, June 10, 2014 10:58:17 AM

re: Nintex Workflow - Get Fiscal Quarter UDA

Hi Mark,

that's awesome.  Great solution.

cheers,

Vadim

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