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Date Constraints in Smart Lists

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Devraj_Grewal
Level 10

Date Constraints in Smart Lists

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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Julz_James
Level 10 - Champion

Re: Date Constraints in Smart Lists

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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4 REPLIES 4
Anonymous
Not applicable

Re: Date Constraints in Smart Lists

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

Re: Date Constraints in Smart Lists

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
Level 1

Re: Date Constraints in Smart Lists

I need the same thing exactly!

Julz_James
Level 10 - Champion

Re: Date Constraints in Smart Lists

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

View solution in original post