In my data set I have records with dates in the future and in the past. I am struggling to figure out how I can filter to only show records with a date in the current month and all previous months.
Any records that are after the current month the workflow runs need to be excluded.
Thanks
Solved! Go to Solution.
Please provide relevant data to this use case, and kindly provide your criteria in as much detail as possible. If you have a workflow built halfway, kindly export that over as well.
I can't share any data but hopefully this example helps. Lets say the workflow runs today, I only want to show the records I have highlighted in green, the reds will not be included. The same would happen if I ran the workflow in December, the 2 records that have a December date would be included now
Understandable. Here's how:
If the above solved your need, kindly like & mark as accepted solution so that you may help others find the solution more quickly + to close the thread as is. Thanks!
Best regards,
Calvin Tang
https://www.linkedin.com/in/calvintangkw/
Worked Perfectly! Thankyou