Advanced Filter using the Date criteria - Before Today

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Posted on by CindiRella

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In the Advanced Filter there are many options when using a date field. I want to pull all Leads that are created before TODAY. There is the On or Before and then you have to specify a specific date. I do not want a "hard coded" date, but always to show everything created before TODAY. Is there a way to do this in the Advanced Filter??

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Vile Andreas Rantala 1,257 on at

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RE: Advanced Filter using the Date criteria - Before Today

Hi,

I think you should use in your advanced find, Creation Date = Last X Hours or Last X days with that you could see the leads created before Today.

I hope this helps.

Regards :)

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CindiRella 195 on at

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RE: Advanced Filter using the Date criteria - Before Today

Unfortunately that still includes today's date.

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Vile Andreas Rantala 1,257 on at

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RE: Advanced Filter using the Date criteria - Before Today

Ok, then use Creation Date = LastDay.

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CindiRella 195 on at

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RE: Advanced Filter using the Date criteria - Before Today

Again that will not work because it includes TODAY's data. I don't want that included in the data that is returned.

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Guido Preite 54,084 Moderator on at

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RE: Advanced Filter using the Date criteria - Before Today

A filter "before today" is not available for DateTime fields.

You need to specify the date or create a boolean field to mark today's leads (and run daily an update when they get old) in order to perform your query.

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Aileen Gusni 44,524 on at

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RE: Advanced Filter using the Date criteria - Before Today

Hi Cindi,

Out of the box view in CRM does not have this filter criteria.

You should create a custom view, see this:

social.microsoft.com/.../how-to-create-a-custom-view-showing-older-than-x-days-ms-dynamics

THank you.

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CindiRella 195 on at

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RE: Advanced Filter using the Date criteria - Before Today

Thanks, that was what I though. Would be nice if I could just type BEFORE TODAY.

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MaJo 395 on at

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RE: Advanced Filter using the Date criteria - Before Today

What I would do is select "Last x Days" filter and enter value something like "365".

This would bring all the items in last 365 days for that date field.

Mathew

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lawix10 334 on at

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RE: Advanced Filter using the Date criteria - Before Today

Wow almost 3 years after and Microsoft did not fix this issue permanently,

Am trying to create a view for past members.

So the date should be before today.

please how do I do that.

Regards.

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Community Member on at

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RE: Advanced Filter using the Date criteria - Before Today

This may help you.

msdn.microsoft.com/.../hh179519(v=nav.90).aspx

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