date1 and date2 as text because they are imported. If I just change the format to DATE, I'll lose the data. What is the best way to convert them into DATE?
I tried to follow your suggestion by creating the Sales Type List as well as the Sales Type Details module. Is this formula for the "Renewal Date"? Are the Date1 and Date2 from my module which stores these two dates? However, it still gives me an error as Date1 and Date2 are TEXT.
IF Sales Type Details.Date1? THEN PERIOD(Date1) ELSE PERIOD(Date2)
Converting text to a date is not actually that easy
There is a DATE function but that needs three parameters year, month and day, so depending on your date format you would have to use some LEFT, MID and RIGHT functions to create the numbers for Year, Month and Day, and then pull then together into a line item formatted as date.
So I would have the initial formula formatted as text and don't convert it to a date yet
When you have calculated date1 or date2, then convert that into a date in a new line item and then use the period function to return the month or quarter