Search for records created within a date range | Flowfinity Knowledge Base

Search for records created within a date range

Users often need to find records that fall within a certain date range.

Common searches include:

An Administrator can allow users to do this by using View Parameters and View Filters.

Example

A user is interested in finding jobs created based on date. They may select both dates to search for records between the two dates. They may leave either start date or end date empty to search for all jobs created on or after the start date, or all records on or before the end date.

Flowfinity - Search for Records Created Within a Date Range

Instructions

  1. Customize the application (e.g., Job List)
  2. In the Views section, create a new view
  3. Name the view appropriately (e.g., Search for Jobs)
  4. Specify the columns relevant to the user who will perform the search (e.g., Created on, Customer, City, State)
    Flowfinity - Search for Records Created Within a Date Range
  5. Click on the 'Parameters' tab
  6. Add a new parameter
  7. Label the parameter appropriately (e.g., Start Date)
  8. Set the Type to 'Date Field', and click 'OK'
    Flowfinity - Search for Records Created Within a Date Range
  9. Repeat Steps 6-8 to create an end date parameter for the search (e.g., End Date)
    Flowfinity - Search for Records Created Within a Date Range
  10. Click on the 'Filter' tab and click the 'Add condition' button
    Flowfinity - Search for Records Created Within a Date Range
  11. Specify the filter conditions as follows. By default, both conditions must be met for a record to be included in this view.
    (Created on, On Or After, Start Date)
    (Created on, On Or Before, End Date)
    Flowfinity - Search for Records Created Within a Date Range
  12. If you wish to allow the user to leave one of the date parameters blank and exclude it from filtering the view, modify the conditions as follows by adding ORs.
    (Created on, On Or After, Start Date) OR (Start Date, Does Not Contain Data)
    (Created on, On Or Before, End Date) OR (End Date, Does Not Contain Data)
    Flowfinity - Search for Records Created Within a Date Range
    Note: If you want to filter the view by any other date field other than the 'Created on' date (eg. Last Invoice Date), select that date field instead:
    Flowfinity - Search for Records Created Within a Date Range
  13. Save the view
  14. Publish the application