Solved
Forum Discussion
KorrieClark
4 years agoQrew Trainee
What is the value you're calculating the timeframe on? Is it all records due on the 15th or the 31st or is it based on some form of date criteria already- i.e. contract start date, user input deadline?
It seems like when building a table you should be able to set criteria similar to the below based on what you're reference field is (i'm using deadline as an example):
Deadline = during= current= month
Deadline=during= past= 15 = days
To have on the homepage dashboard, it won't show a table that requires a "user select" date, you'd need to create a shortcut button to the full table if you want to sort based on something that the user selects uniquely each time.
You could however show the above formula and also add a criteria of something like "sales person= the current user" and it would show only records for that user with the additional criteria.
Hope I understood what you meant!
------------------------------
Korrie Clark
------------------------------
It seems like when building a table you should be able to set criteria similar to the below based on what you're reference field is (i'm using deadline as an example):
Deadline = during= current= month
Deadline=during= past= 15 = days
To have on the homepage dashboard, it won't show a table that requires a "user select" date, you'd need to create a shortcut button to the full table if you want to sort based on something that the user selects uniquely each time.
You could however show the above formula and also add a criteria of something like "sales person= the current user" and it would show only records for that user with the additional criteria.
Hope I understood what you meant!
------------------------------
Korrie Clark
------------------------------