Hi,
I'm trying to filter opportunities on the Expected Close Date being between today and the end of the month. I can't find a way of doing this dynamically, I don't want the user to have to go in on a daily basis to change the filter. Any ideas how this could be achieved?
Thanks
Hi Sweden,
You can create a calculated field with format Date. The formula of this field is =now()
You can create a second calculated field also whih his formula is =adddays(your first field,30)
Then, you can create your view using the filter
Expected date > your first field Today and Expected field < your second field (Today+30).
Another solution is to create a dashboard for this entity (opportunity) and you have the out of the box global Filter.
I hope that's helpful for you
That will only do between today and the next 30 days.
What I need is between today and the last day of the month. For example, today is 12/12/2022, so give me everything between 12/12 - 31/12.
So you can use the out of the box Filter
And then, you can use filters in personal views to filter to this day for example.
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