Hi,
I am setting up a meeting notes template where action items are recorded through the confiform macro. I would like to be able to reference back to this specific meeting's notes and see only the action items that were created on the day that the meeting notes were taken. Is this possible?
So far, I have created the form "backlog" on the "Backlog Repository" page and defined the table view macro on the "3-17-25 Meeting Notes Page." This is where I become lost. What information should be placed in the "Filter to apply on entries dataset" field in order to display only the entries that were created on 3-17-25? My concern is that if I use a filter like "today," the entries will not appear if I come back to the page on a later date because "today" no longer applies.
Thanks for any help!
Do you have a ConfiForms Form Definition also on the very same template or the template is set to collect action items into a centralized form elsewhere?
To answer your question (without asking mine). The filter could be something like
created.formatDate(ddMMyyyy):[entry._page.creationDate.formatDate(ddMMyyyy)]
Alex
The form definition is set up on another page. It will act as a repository for all collected action items from across the different meeting notes pages. My hope is that the meeting notes page/template will have a button to collect action items and house a Table View that displays only the items collected on the day the meeting notes page was created.
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I have provided you with the filtering expression you can use
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Thank you, Alex! You'll have to forgive me. I'm new to decoding the filtering syntax. Are there specific parts of the formula that I need to replace to apply to my forms? I copied the code into the filter, but it didn't return any results. Also, is there a way for this to auto populate? As it will be a template, I'd like for the users to not have to manually change this information for every meeting.
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No need to replace anything - it will take the creation date of the page and compare it with the created field value in the record
Create a page from a template and add a new record and you should see it it the filtered view
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Aha! I was forgetting that the page I was setting this up on was not created today. That is why the entries didn't appear. I created a new page and it worked. Thanks Alex!
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