Data filter without editing workflow.

Hi All,

Hope everyone are safe and healthy!!!

I am working on some project and I am stuck at some point. So I need to give a option to user to select year and months for further testing. I can do it within workflow and ask user to edit formula every time. But I don't want to do so.

For instance, I need to run this workflow every month. So now I need June 2019 - May 2020. and next month July 2019 - June 2020.

After this filter further testing is done. so this should be an option in between the workflow. Say I get a pop up to select year/years and months.

Thanks in advance.

Test1.xlsx

Workflow

Accepted answers

grazitti_sapna

Hi @sachinsg, in this case you need to create an app.Try this if it helps.

Thanks.

workflow-app-data.yxwz

DavidP

You can create an app that allows the user to select the start date and end date, like below (example attached)

date range selector.yxwz

sachinsg

Thanks for helping me learn how to change the version and see the workflow. I am able to open the analytical app. But, Like I mentioned I need to add further steps for my testing once the user selects the months. This should be in between my workflow once I select input and the user has to chose the months and then workflow should have further testing.

So how do I edit this app? I am not getting any edit options to "data range selector".

All comments

grazitti_sapna

Hi @sachinsg, in this case you need to create an app.Try this if it helps.

Thanks.

workflow-app-data.yxwz

DavidP

You can create an app that allows the user to select the start date and end date, like below (example attached)

date range selector.yxwz

DavidP

Alternatively, if the period is always consistent, you can build a filter based on today's date, like this. Then there is no user input required.

date period based on today date.yxmd

sachinsg

Looking at the image, this should work for me. But unfortunately my firm has provided 2018.4 version still. So I am not able to access the workflow as it was built in latest version.

sachinsg

Hi @grazitti_sapna, Thanks for the response. This is what I was looking for. But unfortunately my firm has provided 2018.4 version still. So I am not able to access the workflow as it was built in latest version. 😞

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