Allow_associated_inquiries true 考虑历史数据原因，加时间判断，创建日期大于上线时的日期（2023.08.17） AND( DATEVALUE(CreatedDate) > DATE(2023,8,17),OR(TEXT( Opportunity_repeated__r.StageName ) ='目標', TEXT( Opportunity_repeated__r.StageName ) ='注残', AND(OR(TEXT( Opportunity_repeated__r.StageName ) ='出荷',TEXT( Opportunity_repeated__r.StageName ) ='完了'), OR( Opportunity_repeated__r.Shipping_Date_For_Report__c < DATE(IF(MONTH(TODAY()) <= 3,YEAR(TODAY()) - 1, YEAR(TODAY())), 4, 1), Opportunity_repeated__r.Shipping_Date_For_Report__c >= DATE(IF(MONTH(TODAY()) <= 3, YEAR(TODAY()), YEAR(TODAY()) + 1), 4, 1))), AND(OR(TEXT( Opportunity_repeated__r.StageName ) ='敗戦',TEXT( Opportunity_repeated__r.StageName ) ='削除') , OR( Opportunity_repeated__r.Final_Contract_Proceeded_Date__c< DATE(IF(MONTH(TODAY()) <= 3,YEAR(TODAY()) - 1, YEAR(TODAY())), 4, 1), Opportunity_repeated__r.Final_Contract_Proceeded_Date__c >= DATE(IF(MONTH(TODAY()) <= 3, YEAR(TODAY()), YEAR(TODAY()) + 1), 4, 1))))) Opportunity_repeated__c 允许关联的询价，发货，完毕（完毕时间在本财年的），失单，取消（失单取消在本财年的）