Search a custom module record based on a date range
Hi ,
I hope you can share some guidance.
I need to look up a record from a custom module based on the Closing Date of a Deal (in the Deals module).
Here’s the context:
1. I have a custom module that stores quarterly values (e.g., rates or thresholds).
2. Each record in that module has a start date and end date.
3. I want to find the record where the Deal’s Closing Date falls between those two dates.
4. Once I find the matching record, I need to pull one or more field values from it and update the Deal.
Could you please help me understand:
How to write this function that searches the custom module using a date range condition?
Thanks so much in advance!