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How to use dynamic dates in my filters? e.g. deadline date = today in project tasks

By
Frédéric Gilson (fgi)
on 6/10/14, 10:28 AM 1,241 views

Hello,

I would like to create a dynamic filter in order to easily retrieve tasks for which the deadline = today. Today is a dynamic value that changes everyday... So an advanced search is not really appropriated! How to set this?

It could be useful in lots of other contexts. In CRM for instance, retrieving all the opportunities for which the next action date = today would also useful!

This question has been included in the official documentation.
4

1. Create an advanced filter from the task interface (e.g. Deadline = 31/12/2014).

2. Go to Settings > Technical > User Interface > User-defined Filters, and open the one you just created.

3. Replace the applied filter by this one: [('date_deadline','=',time.strftime('%Y-%m-%d'))]

4. Now by using this filter in your tasks, you get in one click all the tasks that must be closed today! As easy as this!

 

You can also set up an advanced filter to get all the tasks that have to be executed this week (today + 5 days): [('date_deadline','>=',time.strftime('%Y-%m-%d')),('date_deadline','<=', (context_today() + datetime.timedelta(days=5)).strftime('%Y-%m-%d'))]

You can also go further by getting all the deadlines in the 5 coming days: [('date_deadline','>=',time.strftime('%Y-%m-%d')),('date_deadline','

Frédéric Gilson (fgi)
on 7/9/14, 4:19 AM
This question has been included in the official documentation.
-2
allu
On 7/9/14, 8:49 AM

how to check commitment date is greater than order date by 2 days,the problem am facing is commitment date and date order are datetime datatypes,give me a solution

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Asked: 6/10/14, 10:28 AM
Seen: 1241 times
Last updated: 3/16/15, 8:10 AM