You want to set up a List within the Web Client, which shows only Documents and Records with a matching variable Date.
For example, Invoices that have been stored within the current year.
Open the Web Configuration > File Cabinets > Dialogs and create a new List.
Enable SQL Statment and set your condition.
Currently this only works for On-Premise Systems due to the fact that SQL Queries are not supported for Cloud Systems
Documents where a specific date is in the current year/month/day.
- Year: YEAR(*Indexfieldname*)=YEAR(CURRENTDATE())
- Month: MONTH(*Indexfieldname*)=MONTH(CURRENTDATE())
- Day: DAY(*Indexfieldname*)=DAY(CURRENTDATE())
If we want to change the condition to the past or future, we need to add a value to CURRENTDATE() function:
A SQL function that displays documents with the date of the day before yesterday:
- DAY(*Indexfieldname*) = DAY(CURRENTDATE(-1))