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Devraj_Grewal
Devraj_Grewal
Level 10
March 3, 2015
Solved

Date Constraints in Smart Lists

  • March 3, 2015
  • 3 replies
  • 2286 views
Hello,

I'm having a bit of trouble setting up a few smart lists dependent on certain dates in the Opportunity and cannot locate a resource for this. I need to set up a smart lists like this:

1. All records with a date field in the opportunity being the current day
2. All records which are three days in the future (populate those who have the field value of 3/5/2015)

Thanks.
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Best answer by Julz_James

With the 'Has Opportunity' you could put 'Close Date' and In Future after = 3 days

AND

'Has Opportunity' you could put 'Close Date' is Today

That should show everything in the next 3 days that is set to close.

Thanks

Juli

3 replies

A
Anonymous
March 3, 2015
1. Has Opportunity Filter, select True. Add constraint > [date field] = today's date
2. [date field] = 3/5/2015
Devraj_Grewal
Devraj_GrewalAuthor
Level 10
March 3, 2015
Charlie,

What I was hoping to have is a rolling smart list where every day there will be new records populating. For example, today I want that smart list populating records where that date is three days in the future 3/5/2015, but tomorrow I want it to be 3/6/2015.
    Jimmy_Spencer
    Jimmy_Spencer
    Level 2
    May 27, 2015

    I need the same thing exactly!

    J
    Julz_JamesAccepted solution
    Level 8
    May 27, 2015

    With the 'Has Opportunity' you could put 'Close Date' and In Future after = 3 days

    AND

    'Has Opportunity' you could put 'Close Date' is Today

    That should show everything in the next 3 days that is set to close.

    Thanks

    Juli

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