Dynamic Filters and Automated Processes 1

[jmeckley]

I can create static filters that query the information I am looking for. The information I am selecting is all the new contcacts entered for the day, and all the updated contcts for that day. I want this process to run every night so i can analize it the next day.

The thing is the lastdate and createon fields seem to be text fields, not date fields. If there even is a date type in dbase. I want the date value to change every date to the current date.

Is a dynamic filter possible, if so what is the syntax to denote the current date? Thank you for your assistance

Jason Meckley
Database Analyst
WITF

 

[RobColborne]

Hi

Yes you can do this:

1) Create a group
2) Select Filtered Records
3) Select Build on an Expression
4) Paste the following dBase expression into the box:

contact1->createon = Date() .or. contact1->lastdate = date()

This Date() is a dBase function that will pull in the current date. So the expression will check all records that have a creation of date = todays date or a last update of today's date.

The lastdate and createon data fields held in Contact1 are Date fields.

5) Enter your sort order / reference as desired

Because you want this to run at night then you can create an Automated Process to add the records to the group. You will have to delete members the next day.

Hope this Helps





Robert Colborne

http://www.prior-analytics.com

CRM Solutions with GoldMine and HEAT

 

[jmeckley]

I have decided design a report rather than export the information. The user only needs a reference.

I have the report working, however the user would like a report to run once a week rather than once a day.

The following syntax does not work:
contact1->createon >= sys->date-7
.or.
contact1->lastdate >= sys->date-7

Is it possible to mathmatically minipulate dates in Goldmine? Thank you for your assistance

Jason Meckley
Database Analyst
WITF

 

[RobColborne]

Hi

You should be able to use date()-7 for the start date Robert Colborne

http://www.prior-analytics.com

CRM Solutions with GoldMine and HEAT