Method Community

I have an activity grid that shows me all the completed activities for a particular customer.

How can I create a filter that will only show me the completed activities for the current year, without editing the filter every year

Marcelo,

A thought...add a current date field to your screen - format so only shows year... Date Function...format date = yyyy save as shared result1 .    Then Character function action "join" .... 1/01/ to Result1... this will give you beginning of year.....save as shared result.   then do a character function action of "join"  12/31/ to Result1. this gives you end of year - save also as shared result. SR1 will look like 1/01/2016.   You now have a date begin/date end parameters ussing the shared results for the Grid View.  I am sure there are other ways to tackle, but this should work.

Hi Marcelo,

Fantastic Suggestion Fran, going to +1 this.

I was able to build what you are describing by doing the following;

• Create a button (could be an onscreenload action, I just used a button for testing) which grabs the Current Session DateTime, and format it using the method fran mentioned to yyyy. Savesd as AR
• Used a character function to join '-01-01' to this Action result, giving me '2016-01-01'
• Displayed this DateTime on a Hidden field on the screen, for the next step.
• Created a Grid Filter that checks that 'ActualCompletedDate' is Greater than the value contained within this hidden field