Question

Search date field by month

Workflow Version 9

Updated December 8, 2014

asked on October 2, 2014

In workflow I need to run a search and find all invoices where the date field falls within a month. Is there a way to do that without having to worry about the days and everything.

I'm at a loss as to where to ever start with this one.

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Answer

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replied on October 2, 2014

I assume you'd want this workflow to run on a schedule once a month. Date Token Calculator lets you find the last day of the month. The first day of the current month is relatively easy, you just replace the day with 1 on the current date. Or if this workflow runs on the 1st, it's just the current date. For the last date, if you add a month to the first of this month and then subtract a day, you get the last day of the current month.

Then you can use the 2 dates in the search.

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Replies

replied on October 3, 2014

Awsome thanks, would have taken me forever to think of that.

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replied on December 5, 2014

Miruna,

I am looking to take this process one step further and use a search that can encompass ANY year in my repository. This is for anniversary dates that could be 1 year ago, or 10+ years ago. I'm not sure if I need to do this with the Date Calculator and/or the 'Search Repository' activity?

Cheers,

Nate

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replied on December 8, 2014

That's not possible with a single search. You'd probably have to iterate through the years until you find results.

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Search date field by month

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