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Automation (Interface Filter)

  • September 29, 2024
  • 4 replies
  • 29 views
FPX
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  • FPX
  • Inspiring
  • 32 replies

Hi all 

As per my screenshot below, I have a filter for orders with an ETD (estimated time departure) on or before the last day of the current month. On the first day of each month i currently manually update this. 

How can I set up an automation that occurs on the first day of each month that updates 'exact date' to the last day of each month? e.g. 30th sepertember today so 1st October should update filter with exact date to 31st October.

@kuovonne @TheTimeSavingCo - let me know if you guys have any suggestions too please? Thank you!

Thank you

4 replies

TheTimeSavingCo
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  • TheTimeSavingCo
  • Brainy
  • 6457 replies
  • September 30, 2024

Perhaps try using formula fields instead to filter off of?  You'd have a formula field that outputs the last day of the current day's month, and another field that checks whether "Date Required" is before that:

DATEADD( DATEADD( DATETIME_PARSE( DATETIME_FORMAT( TODAY(), "MM YYYY" ), "MM YYYY" ), 1, 'month' ), -1, 'day' ){Date Required} <= {Last day of this month}
Adam, Airtable Consultant - thetimesaving.company
FPX
Forum|alt.badge.img+12
  • FPX
  • Author
  • Inspiring
  • 32 replies
  • September 30, 2024

Perhaps try using formula fields instead to filter off of?  You'd have a formula field that outputs the last day of the current day's month, and another field that checks whether "Date Required" is before that:

DATEADD( DATEADD( DATETIME_PARSE( DATETIME_FORMAT( TODAY(), "MM YYYY" ), "MM YYYY" ), 1, 'month' ), -1, 'day' ){Date Required} <= {Last day of this month}

Thanks that'll work. Strange that there is no drop down field which would allow you to select 'End of Current Month' instead of having to specify what this exact date is

 

kuovonne
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  • kuovonne
  • Brainy
  • 6009 replies
  • September 30, 2024

You can use the condition that the date is within this calendar month to get records for the current month, including up to the end of the current month. To also get dates before the current month, use "or" with the condition that the date is before today.

In general, I recommend avoiding formula fields that use TODAY() because that formula can be resource intensive.

 

FPX
Forum|alt.badge.img+12
  • FPX
  • Author
  • Inspiring
  • 32 replies
  • September 30, 2024

You can use the condition that the date is within this calendar month to get records for the current month, including up to the end of the current month. To also get dates before the current month, use "or" with the condition that the date is before today.

In general, I recommend avoiding formula fields that use TODAY() because that formula can be resource intensive.

 


My filter does not allow me to use 'Or'? it only allows 'And'?

 


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