New feature removes Worker date filter

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Posted on by Simon Barrett

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The feature "Streamlined employee entry" that was added 21.11.2022 is helpful, but it removes the function "As of date" filter on Worker records:

I have been trying to replicate the "As of date" using (Advanced) filter, but can't find a solution.

Any ideas?

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Simon Barrett 287 on at

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RE: New feature removes Worker date filter

Yes, you are correct. I tried on another client's system and it worked as expected. For some reason it is not filtering the data on the system I am working on.

Edit: I found that the "Show active records as of" advanced filter does not work if the "Streamlined employee entry" feature is enabled.
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GirishS 27,825 Moderator on at

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RE: New feature removes Worker date filter

I have given "Show active records as of" to the Jan 1st, 2011, and I am able to see the difference in the worker count.

Please refer to the attached screenshots.

Worker count by enabling the Show footer option by clicking the three dots on the grid and clicking show footer.

Thanks,

Girish S.
Simon Barrett 287 on at

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RE: New feature removes Worker date filter

Yes (sorry, I wasn't clear), I tried that Date options tab. It had no affect on the worker table.
GirishS 27,825 Moderator on at

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RE: New feature removes Worker date filter

On the top there will be Date options tab. Refer to the below screenshot.

Thanks,

Girish S.
Simon Barrett 287 on at

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RE: New feature removes Worker date filter

Girish, thanks for the reply. I was trying with that date option filter but it didn't have any effect on worker table. Can you suggest what I should put here?
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GirishS 27,825 Moderator on at

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RE: New feature removes Worker date filter

Hi Simon,

Yes, as of data functionality will be removed when you enable "Streamlined employee entry" feature. To overcome this, you can make use of the option available under Advance filter options.

If you don't want this feature, you can disable that feature and you will be able to see As of date button. I think no other options are there other than this.

Thanks,

Girish S.