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
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Add an Equation Field called Birthday Month.
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Set the Equation Type to "Numeric" and leave the rest of the options as their defaults.
- 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
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Add an Equation field called Current Date.
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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.
- 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
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Add an Equation Field called Current Month.
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Set the Equation Type to "Numeric" and leave the rest of the options as their defaults.
- 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
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Add an Equation Field called Next Month.
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Set the Equation Type to "Numeric" and leave the rest of the options as their defaults.
- 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?
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Add a Yes / No field called Birthday in Current Month?.
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Leave the default as "No" since the majority of birthdays would not be in the current month.
- 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?
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Add a Yes / No field called Birthday in Next Month?.
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Leave the default as "No" since the majority of birthdays would not be in the current month.
- 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.