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RaulEr
RaulEr
Level 4
August 2, 2024
Solved

Show records from next month using a datetime field

  • August 2, 2024
  • 1 reply
  • 781 views

Hey guys!

I'm trying to get all records from my database where the date is the upcoming month so I can send an alert with anticipation.

 

So, if we are in August, I want to pull all records from September, I'm using a DateTime field, and I see I can use "in time frame" option but there is no next-month value there. I also see "in future" and "in future after", but I think that will bring all subsequent months while I only need September.

 

How are you guys doing this?

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Best answer by SanfordWhiteman

You need another DateTime field like Next Reminder DT.

 

Set that field to

{{lead.First Field}} - 1 month

using a daily batch campaign (Smart List: First Field changed today OR Person Created today; Flow: Change Data Value).

 

Then you can use In Time Frame: this month on the new reminder field.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
August 3, 2024

You need another DateTime field like Next Reminder DT.

 

Set that field to

{{lead.First Field}} - 1 month

using a daily batch campaign (Smart List: First Field changed today OR Person Created today; Flow: Change Data Value).

 

Then you can use In Time Frame: this month on the new reminder field.

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