Scenario

You would like to show and be alerted about upcoming birthdays.

Recipe

Add a date field for the birthday, Birthday

Add a Date Field called Birthday to an Object. We will use a Person Object for this example.

Set the Field’s defaults to "none" and make the Field required.

Add an equation field, Birthday Month

1. Add an Equation Field called Birthday Month.

2. Set the Equation Type to "Numeric" and leave the rest of the options as their defaults.

3. Use the following equation which uses the function "getDateMonth()" which extracts the numeric month of the year: getDateMonth({Birthday}).

Your Equation Field should look like this:

Add an equation field, Current Date

1. Add an Equation field called Current Date.

2. Set the Equation Type to "Date", the Date Type to "days", and the Result Type to "Date". Leave the rest of the options as their defaults.

3. Use the following equation which uses the function "currentTime()" which pulls in current date: currentTime().

Your Equation field should look like this:

Add an equation field, Current Month

1. Add an Equation Field called Current Month.

2. Set the Equation Type to "Numeric" and leave the rest of the options as their defaults.

3. Use the following equation which uses the function "getDateMonth()" which extracts the numeric month of the year: getDateMonth({Current Date}).

Your Equation Field should look like this:

Add an equation field, Next Month

1. Add an Equation Field called Next Month.

2. Set the Equation Type to "Numeric" and leave the rest of the options as their defaults.

3. Use the following equation which uses the function "getDateMonth()" which extracts the numeric month of the year and adds a value of +1 to the current date's month: getDateMonth({Current Date}) +1.

Your Equation Field should look like this:

Add a Yes / No field, Birthday in Current Month?

1. Add a Yes / No field called Birthday in Current Month?.

2. Leave the default as "No" since the majority of birthdays would not be in the current month.

3. Add two conditional rules to this field so that when the birthday month is equal to the current month, the value is updated to "Yes".
• When "Every Record", Value Set "to a custom value" "No".
• When "Birthday Month" "is" "Current Month", Value Set "to a custom value" "Yes".

The conditional rules on your Yes/No field should look like this:

Add a Yes / No field, Birthday in Next Month?

1. Add a Yes / No field called Birthday in Next Month?.

2. Leave the default as "No" since the majority of birthdays would not be in the current month.

3. Add two conditional rules to this field so that when the birthday month is equal to the current month, the value is updated to "Yes".
• When "Every Record", Value Set "to a custom value" "No".
• When "Birthday Month" "is" "Next Month", Value Set "to a custom value" "Yes".

The conditional rules on your Yes/No field should look like this:

Optional Features

Using Scheduled Tasks to Send Reminder Emails

For Pro plans and above, scheduled tasks could be used to send a monthly email for those people who had birthdays in the coming month or the next month.

Displaying a Table for This Month's and Next Month's Birthdays

Data Source filters could be used to create one table to show only this month's birthdays and a second table to show next month's birthdays.