Conditions
- Anastasiia Remizova
Conditions act as intelligent editors, operating on an
"if-then-else" principle
enhancing flexibility in customizing report data presentation. They don't skip records that don't meet the criteria but rather help display their data in a relevant manner.
Dynamic Text and Date elements can be assigned with conditions, which become available once the field is mapped. Here's how it works:
Clicking the "Add Conditions" button opens the Conditional Values popup, where the selected field is designated as "IF" and cannot be altered.
The next field sets the condition for processing, such as "equals," "is not equal," "contains," and more, depending on the field type.
The subsequent field is for specifying the value used to trigger the condition. This value should be manually added based on the requirement.
The "Then" field can remain empty or be manually assigned a value. This value replaces the database value when the condition is met.
"Else" determines what should be displayed if the condition is not met. By default, it's set to "Database Value," but it can be replaced with a custom value.
Here's how Text-type fields' conditions function:
The "Equals" condition only processes records that exactly match the entered value in the conditioned field. It's case-sensitive, so the value must match the database case.
The "Is not equal" condition processes records that do not exactly match the entered value in the conditioned field. The match must be exact, and it's also case-sensitive.
The "Contains" condition processes records that contain the value entered in the conditioned field. An exact match isn't necessary, and it's not case-sensitive.
The "Does not contain" condition processes records that do not contain the entered value in the conditioned field. An exact match isn't required, and it's not case-sensitive.
The "Is blank" parameter handles records with an empty conditioned field.
The "Is not blank" parameter handles records with data in the conditioned field.
Number-type fields have these conditions:
The "Equals" condition only processes records that exactly match the entered value in the conditioned field.
The "Is not equal" condition processes records that do not exactly match the entered value in the conditioned field.
"More" processes values greater than the entered number (without including it).
"Less" processes values less than the entered number (without including it).
"More than or equal to" processes values greater than or equal to the entered number.
"Less than or equal to" processes values less than or equal to the entered number.
"Is blank" and "Is not blank" work as they do for text fields.
The Date-type field conditions function on the following rules:
The tutorial is created based on the Sunday-Saturday week type.
Operator | Value | Meaning | Example for conditions | Illustration |
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Equal | specified date | Fixed-in-time date as the reference point. | When the Created Date field is set to “03/26/2024” for the Equal parameter, the conditioning will be applied to the records with a created date = 03/26/2024 only. |  |
today | The relative date adapts to the date when generating a report. | When the Created Date field is set to “today” for the Equal parameter, the conditioning will be applied to the records with a created date = the day when generating a report only. | ||
yesterday | The relative date equals one day before the day when generating a report. | When the Created Date field is set to “yesterday” for the Equal parameter, the conditioning will be applied to the records with a created date = the previous day from the day when generating a report only. | ||
tomorrow | The relative date equals one day after the day when generating a report. | If Equal is set to “tomorrow” for the Follow-Up Date field, the conditioning will be applied to the records with the date for follow-up = the next day from the day when generating a report only. | ||
this week | The relative time frame covers the period starting at 12:00:00 AM on the 1st day of the current week and continues for 7 days. The 1st day of the week depends on the location configured in the settings (it can be Monday or Sunday). | When the Follow-Up Date field is set to “this week” for the Equal parameter, the conditioning will be applied to the records designated for follow-up specifically within the current week. | ||
this month | The relative time frame covers the period starting at 12:00:00 AM on the 1st day of the current month and continues for all the days of that month. | When the Follow-Up Date field is set to “this month” for the Equal parameter, the conditioning will be applied to the records designated for follow-up specifically within the current month. | ||
this quarter | The relative time frame covers the period starting at 12:00:00 AM on the 1st day of the current calendar quarter and continues to the end of the quarter. | When the Follow-Up Date field is set to “this month” for the Equal parameter, the conditioning will be applied to the records designated for follow-up specifically within the current calendar quarter. |
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this year | The relative time frame covers the period starting at 12:00:00 AM on January 1st of the current year and continues through the end of December 31 of the current year. | When the Follow-Up Date field is set to “this year” for the Equal parameter, the conditioning will be applied to the records designated for follow-up specifically within the current calendar year. |
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Not Equal | specified date | Fixed-in-time date as the reference point. | When the Created Date field is set to “03/26/2024” for the Not Equal parameter, the conditioning will be applied to the records with any created date except 03/26/2024. | |
today | The relative date equals the date when generating a report. | When the Created Date field is set to “today” for the Not Equal parameter, the conditioning will be applied to the records with any created date except the day when generating a report only. | ||
yesterday | The relative date equals one day before the day when generating a report. | When the Created Date field is set to “yesterday” for the Not Equal parameter, the conditioning will be applied to the records with any created date except the previous day from the day when generating a report only. | ||
tomorrow | The relative date equals one day after the day when generating a report. | If Not Equal is set to “tomorrow” for the Follow-Up Date field, the conditioning will be applied to the records with any date for follow-up except the next day from the day when generating a report only. | ||
this week | The relative time frame covers the period starting at 12:00:00 AM on the 1st day of the current week and continues for 7 days. The 1st day of the week depends on the location configured in the settings (it can be Monday or Sunday). | When the Follow-Up Date field is set to “this week” for the Not Equal parameter, the conditioning will be applied to the records designated for follow-up anytime except within the current week. | ||
this month | The relative time frame covers the period starting at 12:00:00 AM on the 1st day of the current month and continues for all the days of that month. | When the Follow-Up Date field is set to “this month” for the Not Equal parameter, the conditioning will be applied to the records designated for follow-up anytime except within the current month. |
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this quarter | The relative time frame covers the period starting at 12:00:00 AM on the 1st day of the current calendar quarter and continues to the end of the quarter. | When the Follow-Up Date field is set to “this month” for the Not Equal parameter, the conditioning will be applied to the records designated for follow-up specifically within the current calendar quarter. | ||
this year | The relative time frame covers the period starting at 12:00:00 AM on January 1st of the current year and continues through the end of December 31 of the current year. | When the Follow-Up Date field is set to “this year” for the Not Equal parameter, the conditioning will be applied to the records designated for follow-up anytime except within the current calendar year. | ||
In the Last | № of days | The relative time frame covers the period starting at 12:00:00 AM n days before the current day and continues up to the current second. The range includes today. Using this date value includes records from (n + 1) days ago up to the current day. | When the condition is set to “Created Date = in the last 5 days”, the conditioning will be applied to the records created during 5 days before the current day + current day. | |
№ of weeks | The relative time frame covers the period starting at 12:00:00 AM on the 1st day of the week that started n weeks before the current week, and continues up to 11:59 PM on the last day of the week before the current week. The range does not include the current week. The 1st day of the week depends on the location configured in the settings (it can be Monday or Sunday). | 1 week case: When the condition is set to “Created Date = in the last week”, the conditioning will be applied to the records created during a week before the current week. | ||
Multiple weeks case: When the condition is set to “Created Date = in the last 2 weeks” the conditioning will be applied to the records created during 2 weeks before the current week. | ||||
№ of months | The relative time frame covers the period starting at 12:00:00 AM on the 1st day of the month that started n months before the current month and continues up to 11:59 PM on the last day of the month before the current month. The range does not include the current month. | 1-month case: When the condition is set to “Created Date = in the last month”, the conditioning will be applied to the records created during a month before the current month. |
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Multiple months case: When the condition is set to “Created Date = in the last 2 weeks” the conditioning will be applied to the records created during 2 month before the current month. |
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№ of quarters | The relative time frame covers the period starting at 12:00:00 AM on the 1st day of the calendar quarter n quarters ago and continues to the end of the calendar quarter before the current quarter. The range does not include the current quarter. | 1 quarter case: When the condition is set to “Created Date = in the last quarter”, the conditioning will be applied to the records created during a quarter before the current quarter. | ||
Multiple quarters case: When the condition is set to “Created Date = in the last 2 quarters”, the conditioning will be applied to the records created during 2 quarters before the current quarter. | ||||
№ of years | The relative time frame covers the period starting at 12:00:00 am on January 1st, n+1 years ago. The range ends on December 31 of the year before the current year. | 1-year case: When the condition is set to “Created Date = in the last year”, the conditioning will be applied to the records created during a year before the current year. |
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| Multiple years case: When the condition is set to “Created Date = in the last 2 years”, the conditioning will be applied to the records created during 2 years before the current year. | |||
In the Next | № of days | The relative time frame covers the period starting at 12:00:00 AM on the day that the report is run and continues for n days. The range includes today. | When the condition is set to “Follow-Up Date = in the next 5 days”, the conditioning will be applied to the records designated for follow-up during this day + 4 days after the current day (5 days in total). | |
№ of weeks | The relative time frame covers the period starting at 12:00:00 AM on the 1st day of the week after the current week and continues for n times 7 days. The 1st day of the week depends on the location configured in the settings (it can be Monday or Sunday). The current week is excluded. | When the condition is set to “Follow-Up Date = in the next week”, the conditioning will be applied to the records designated for follow-up starting from the 1st day of the next week. If generating a report on March 26, 2024 (Tuesday), only records designated for follow-up from March 31, 2024, to April 6, 2024, will be subject to change based on conditions. |
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When the condition is set to “Follow-Up Date = in the next 2 weeks”, the conditioning will be applied to the records designated for follow-up starting from the 1st day of the next week and continuing for 2 weeks. If generating a report on March 26, 2024 (Tuesday), only records designated for follow-up from March 31, 2024, to April 13, 2024, will be subject to change based on conditions. |
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№ of months | The relative time frame covers the period starting at 12:00:00 AM on the 1st day of the month after the current month and continues until the end of the n-th month. The current month is excluded. | When the condition is set to “Follow-Up Date = in the next month”, the conditioning will be applied to the records designated for follow-up starting from the 1st day of the next month. If generating a report on March 26, 2024, only records designated for follow-up from April 1, 2024, to April 30, 2024, will be subject to change based on conditions. | ||
When the condition is set to “Follow-Up Date = in the next 2 months”, the conditioning will be applied to the records designated for follow-up starting from the 1st day of the next month and continuing for 2 months. If generating a report on March 26, 2024, only records designated for follow-up from April 1 to May 31, 2024 will be subject to change based on conditions. |
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№ of quarters | The relative time frame covers the period starting at 12:00:00 AM on the 1st day of the calendar quarter after the current quarter and continues to the end of the calendar quarter n quarters in the future. The current quarter is excluded. | When the condition is set to “Follow-Up Date = in the next quarter”, the conditioning will be applied to the records designated for follow-up starting from the 1st day of the next quarter. If generating a report on March 26, 2024 (Q1), only records designated for follow-up from April 1, 2024, to June 30, 2024 (Q2) will be subject to change based on conditions. |
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When the condition is set to “Follow-Up Date = in the next 2 quarters”, the conditioning will be applied to the records designated for follow-up starting from the 1st day of the next quarter and continuing for 2 quarters. If generating a report on March 26, 2024 (Q1), only records designated for follow-up from April 1, 2024, to September 30, 2024 (Q2 and Q3) will be subject to change based on conditions. | ||||
№ of years | The relative time frame covers the period starting at 12:00:00 AM on January 1 of the year after the current year and continues through the end of December 31 of the n-th year.
The current year is excluded. | When the condition is set to “Follow-Up Date = in the next year”, the conditioning will be applied to the records designated for follow-up starting from the 1st day of the next year. If generating a report on March 26, 2024, only records designated for follow-up from January 1, 2025, to December 31, 2025 will be subject to change based on conditions. | ||
When the condition is set to “Follow-Up Date = in the next 2 years” the conditioning will be applied to the records designated for follow-up starting from the 1st day of the next year and continuing for 2 years. If generating a report on March 26, 2024, only records designated for follow-up from January 1, 2025, to December 31, 2026, will be subject to change based on conditions. | ||||
Ago | № of days | The relative time frame covers the period starting at 12:00:00 AM on the day n days before the current day and continues for 24 hours. The current day is excluded. | When the condition is set to “Created Date = 5 days ago”, the conditioning will be applied to the records created during the day 5 days ago; the counting begins from yesterday. | |
№ of weeks | The relative time frame covers the period starting at 12:00:00 AM on the 1st day of the week that started n weeks before the start of the current week and continues for 7 days. The current week is excluded. | When the condition is set to “Created Date = a week ago”, the conditioning will be applied to the records created during the week before the current week. If generating a report on March 26, 2024 (Tuesday), only records created from March 17, 2024, to March 23, 2024, will be subject to change based on conditions. |
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When the condition is set to “Created Date = 2 weeks ago”, the conditioning will be applied to the records created during the week 2 weeks before the current week. If generating a report on March 26, 2024 (Tuesday), only records created from March 10, 2024, to March 16, 2024 (inclusive), will be subject to change based on conditions. | ||||
№ of months | The relative time frame covers the period starting at 12:00:00 AM on the 1st day of the month that started n months before the start of the current month and continues for all the days of that month. The current month is excluded. | When the condition is set to “Created Date = a month ago”, the conditioning will be applied to the records created during the month before the current month. If generating a report on March 26, 2024, only records created from February 1, 2024, to February 29, 2024, will be subject to change based on conditions. |
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When the condition is set to “Created Date = 2 months ago”, the conditioning will be applied to the records created during the month 2 months before the current month. If generating a report on March 26, 2024, only records created from January 1, 2024, to January 31, 2024, will be subject to change based on conditions. |
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№ of quarters | The relative time frame covers the period starting at 12:00:00 AM on the 1st day of the calendar quarter n quarters before the current calendar quarter and continues to the end of that quarter. The current quarter is excluded. | When the condition is set to “Created Date = a quarter ago” the conditioning will be applied to the records created during the quarter that was before the current quarter. If generating a report on March 26, 2024 (Q1 2024), only records created from October 1, 2023, to December 31, 2023 (Q4 2023), will be subject to change based on conditions. | ||
When the condition is set to “Created Date = 2 quarters ago”, the conditioning will be applied to the records created during the quarter that was 2 quarters before the current quarter. If generating a report on March 26, 2024 (Q1 2024), only records created from July 1, 2023, to September 30, 2023 (Q3 2023), will be subject to change based on conditions. | ||||
№ of years | The relative time frame covers the period starting at 12:00:00 AM on January 1st of the calendar year n years before the current calendar year and continues through the end of December 31st of that year. The current year is excluded. | When the condition is set to “Created Date = a year ago”, the conditioning will be applied to the records created during the year that was before the current year. If generating a report on March 26, 2024, only records created from January 1, 2023, to December 31, 2023, will be subject to change based on conditions. | ||
When the condition is set to “Created Date = 2 years ago”, the conditioning will be applied to the records created during the year 2 years before the current year. If generating a report on March 26, 2024, only records created from January 1, 2022, to December 31, 2022, will be subject to change based on conditions. | ||||
Before | specified date | The time frame with the fixed-in-time end covers the period starting from the past and covers all time till 12:00:00 AM of the current day. The date is fixed in time and excluded from the time frame. | When the condition is set to “Created Date = before 03/26/2024”, the conditioning will be applied to records created anytime before 03/26/2024. | |
today | The relative time frame covers the period starting from the past and covers all time till 12:00:00 AM of the current day. The current day is float-in-time and adapted to the day when the report is generated. The current day will be excluded from the time frame. | When the condition is set to “Created Date = before today”, the conditioning will be applied to the records created anytime before the current day whenever it is. | ||
this week | The relative time frame covers the period starting from the past and covers all time till 12:00:00 AM of the 1st day of the current day. The current week is float-in-time and adapted to the week when the report is generated. The current week will be excluded from the time frame. | When the condition is set to “Created Date = before this week”, the conditioning will be applied to the records created anytime before the current week whenever it is.
If setting “before this week” for the Created Date field and today is March 26, 2024 (Tuesday), all records created before March 24, 2024, will be subject to change based on conditions. March 24, 2024, will be excluded from the time frame. If generating this report the next day (March 27, 2024), the result will be the same since it is still the same week. If generating this report on April 3, 2024 (Wednesday of the next week), all records created before March 31, 2024, will be subject to change based on conditions. March 31, 2024, will be excluded from the time frame. |
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this month | The relative time frame covers the period starting from the past and covers all time till 12:00:00 AM of the 1st day of the current month. The current month is float-in-time and adapted to the month when the report is generated. The current month will be excluded from the time frame. | When the filter is set to “Created Date = before this month”, the conditioning will be applied to the records created anytime before the current month whenever it is.
If setting “before this month” for the Created Date field and today is March 26, 2024, all records created before March 1, 2024, will be subject to change based on conditions. March 1, 2024, will be excluded from the time frame. If generating this report the next day (March 27, 2024), the result will be the same since it is still the same week. If generating this report the next week (when April starts), all records created before April 1, 2024, will be subject to change based on conditions. April 1, 2024, will be excluded from the time frame. |
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this quarter | The relative time frame covers the period starting from the past and covers all time till 12:00:00 AM of the 1st day of the current quarter. The current quarter is float-in-time and adapted to the quarter when the report is generated. The current quarter will be excluded from the time frame. | When the condition is set to “Created Date = before this quarter”, the conditioning will be applied to the records created anytime before the current quarter whenever it is.
If setting “before this quarter” for the Created Date field and today is March 26, 2024 (Q1), all records created before January 1, 2024 (the beginning of Q1 2024), will be subject to change based on conditions. Q1 2024 will be excluded from the time frame. If generating this report on April 3, 2024 (the beginning of Q2), all records created before April 1, 2024 (the beginning of the Q2), will be subject to change based on conditions. Q2 2024 will be excluded from the time frame. |
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this year | The relative time frame covers the period starting from the past and covers all time till 12:00:00 AM of the 1st day of the current year. The current year is float-in-time and adapted to the year when the report is generated. The current year will be excluded from the time frame. | When the condition is set to “Created Date = before this year”, the conditioning will be applied to the records created anytime before the current year whenever it is. If setting “before this year” for the Created Date field and today is March 26, 2024, all records created before | ||
№ of days | The relative time frame covers the period starting from the past and covers all time till 12:00:00 AM of the n-th day from the current day. The current day is excluded. | When the condition is set to “Created Date = before 5 days”, the conditioning will be applied to the records created anytime before the 5th day from today starts; the counting begins from yesterday. If setting “5 days before” for the Created Date field and today is March 26, 2024 (Tuesday), all records created before March 21, 2024 (excluded) will be subject to change based on conditions. | ||
№ of weeks | The relative time frame covers the period starting from the past and covers all time till 12:00:00 AM of the 1st day of the n-th week from the current week. The current week is excluded. | When the condition is set to “Created Date = 2 weeks before”, the conditioning will be applied to the records created anytime before the 2nd week from the current week’s start. If setting “2 weeks before” for the Created Date field and today is March 26, 2024 (Tuesday), all records created before March 10, 2024 (this day is excluded) will be subject to change based on conditions. | ||
№ of months | The relative time frame covers the period starting from the past and covers all time till 12:00:00 AM of the 1st day of the n-th month from the current month. The current month is excluded. | When the condition is set to “Created Date = 2 months before”, the conditioning will be applied to the records created anytime before the 2nd month back from the current month’s start. If setting “2 months before” for the Created Date field and today is March 26, 2024, all records created before January 1, 2024 (this day is excluded) will be subject to change based on conditions. | ||
№ of quarter | The relative time frame covers the period starting from the past and covers all time till 12:00:00 AM of the 1st day of the n-th quarter from the current quarter. The current quarter is excluded. | When the condition is set to “Created Date = 2 quarters before”, the conditioning will be applied to the records created anytime before the 2nd quarter back from the current quarter’s start. If setting “2 quarters before” for the Created Date field and today is March 26, 2024 (Q1 2024), all records created before July 1, 2024 (Q3 2023) will be subject to change based on conditions. | ||
№ of years | The relative time frame covers the period starting from the past and covers all time till 12:00:00 AM of the 1st day of the n-th year from the current year. The current year is excluded. | When the condition is set to “Created Date = 2 years before”, the conditioning will be applied to the records created anytime before the 2nd year back from the current year’s start. If setting “2 years before” for the Created Date field and today is March 26, 2024, all records created before January 1, 2022, will be subject to change based on conditions. | ||
After | specified date | The time frame with fixed-in time starts that covers the period starting from 12:00:00 AM of the next day from the current day and covers all time in the future. The current day is fixed-in-time and excluded from the time frame. | When the condition is set to “Follow-Up Date = after 03/26/2024”, the conditioning will be applied to the records designated for follow-up anytime after 03/26/2024. If setting “after March 26, 2024” for the Follow-Up Date field, all records designated for follow-up after March 26, 2024, will be subject to change based on conditions. March 26, 2024, will be excluded from the time frame. | |
today | The relative time frame covers the period starting from 12:00:00 AM of the next day from the current day and covers all time in the future. The current day is float-in-time and adapted to the day when the report is generated. The current day will be excluded from the time frame. | When the condition is set to “Follow-Up Date = after today”, the conditioning will be applied to the records designated for a follow-up anytime after the current day whenever it is. |
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this week | The relative time frame covers the period starting from 12:00:00 AM of the 1st day of the next week from the current week and covers all time in the future. The current week is float-in-time and adapted to the week when the report is generated. The current week will be excluded from the time frame. | When the condition is set to “Follow-Up Date = after this week”, the conditioning will be applied to the records designated for a follow-up anytime after the current week whenever it is. If setting “after this week” for the Follow-Up Date field and today is March 26, 2024 (Tuesday), all records designated for follow-up starting from March 31, 2024, will be subject to change based on conditions. If generating this report the next day (March 27, 2024), the result will be the same since it is still the same week. If generating this report on April 3, 2024 (Wednesday of the next week), all records designated for follow-up April 7, 2024, will be subject to change based on conditions. |
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this month | The relative time frame covers the period starting from 12:00:00 AM of the 1st day of the next month from the current month and covers all time in the future. The current month is float-in-time and adapted to the month when the report is generated. The current month will be excluded from the time frame. | When the filter is set to “Created Date = after this month”, the conditioning will be applied to the records designated for a follow-up anytime after the current month whenever it is. If setting “after this month” for the Follow-Up Date field and today is March 26, 2024, all records designated for follow-up from April 1, 2024, will be subject to change based on conditions. If generating this report the next day (March 27, 2024), the result will be the same since it is still the same week. If generating this report the next week (when April starts), all records designated for follow-up from May 1, 2024, will be subject to change based on conditions. |
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this quarter | The relative time frame covers the period starting from 12:00:00 AM of the 1st day of the next quarter from the current quarter and covers all time in the future. The current quarter is float-in-time and adapted to the quarter when the report is generated. The current quarter will be excluded from the time frame. | When the filter is set to “Follow-Up Date = after this quarter”, the conditioning will be applied to the records designated for a follow-up anytime after the current quarter whenever it is. If setting “after this quarter” for the Follow-Up Date field and today is March 26, 2024 (Q1 2024), all records designated for follow-up after Q2 2024 (starting from April 1, 2024), will be subject to change based on conditions. If generating this report the next day (March 27, 2024), the result will be the same since it is still the same quarter. If generating this report the next week (that starts from April 1, 2024, = beginning of Q2 2024), all records designated for follow-up starting from Q3 2024 (from July 1, 2024), will be subject to change based on conditions. |
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this year | The relative time frame covers the period starting from 12:00:00 AM of the 1st day of the next year from the current year and covers all time in the future. The current year is float-in-time and adapted to the year when the report is generated. The current year will be excluded from the time frame. | When the filter is set to “Follow-Up Date = after this year”, the conditioning will be applied to the records designated for a follow-up anytime after the current year whenever it is. If setting “after this year” for the Follow-Up Date field and today is March 26, 2024, all records designated for follow-up from January 1, 2025, will be subject to change based on conditions. If generating this report the next day/week/month, the result will be the same since it is still the same year. |
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№ of days | The relative time frame covers the period starting from 12:00:00 AM of the next n-th day from the current day and covers all time in the future. The current day is excluded. | When the condition is set to “Follow-Up Date = after 5 days”, the conditioning will be applied to the records designated for follow-up anytime after the 5th day from today; the counting begins tomorrow. If setting “after 5 days” for the Follow-Up Date field and today is March 26, 2024 (Tuesday), all records designated for follow-up from April 1, 2024 will be subject to change based on conditions. | ||
№ of weeks | The relative time frame covers the period starting from 12:00:00 AM of the 1st day of the next n-th week from the current week and covers all time in the future. The current week is excluded. | When the condition is set to Follow-Up Date = “after 2 weeks”, the conditioning will be applied to the records designated for follow-up anytime after the 2nd week from the current week; the counting begins the next week. If setting “after 2 weeks” for the Follow-Up Date field and today is March 26, 2024 (Tuesday), all records designated for follow-up starting from April 14, 2024, will be subject to change based on conditions. |
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№ of months | The relative time frame covers the period starting from 12:00:00 AM of the 1st day of the next n-th month from the current month and covers all time in the future. The current month is excluded. | When the condition is set to Follow-Up Date = “after 2 months”, the conditioning will be applied to the records designated for follow-up anytime after the ending of the 2nd month from the current month; the counting begins the next month. If setting “after 2 months” for the Follow-Up Date field and today is March 26, 2024, all records designated for follow-up starting from June 1, 2024, will be subject to change based on conditions. |
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№ of quarter | The relative time frame covers the period starting from 12:00:00 AM of the 1st day of the next n-th quarter from the current quarter and covers all time in the future. The current quarter is excluded. | When the condition is set to Follow-Up Date = “after 2 quarters”, the conditioning will be applied to the records designated for follow-up anytime after the ending of the 2nd quarter from the current quarter; the counting is started from the next quarter. If setting “after 2 quarters” for the Follow-Up Date field and today is March 26, 2024 (Q1 2024), all records designated for follow-up starting from October 1, 2024 (Q4 2024), will be subject to change based on conditions. |
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№ of years | The relative time frame covers the period starting from 12:00:00 AM of the 1st day of the next n-th year from the current year and covers all time in the future. The current year is excluded. | When the condition is set to Follow-Up Date = “after 2 years”, the conditioning will be applied to the records designated for follow-up anytime after the ending of the 2nd year from the current year; the counting begins the next year. If setting “after 2 years” for the Follow-Up Date field and today is March 26, 2024, all records designated for follow-up starting from January 1, 2027, will be subject to change based on conditions. |
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Between | specified dates | The period starts from 12:00:00 AM of the “from” selected day and ends at 11:59:59 PM of the “to” selected day. The selected dates are fixed in time. | When the condition is set to “Follow-Up Date = from “02/14/2024” to “03/20/2024”, the conditioning will be applied to the records designated for follow-up between these days including these dates. |
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Range | specified date | The period starts from 12:00:00 AM of the n-th day before the selected date and ends at 11:59:59 PM of the n-th day after the selected date. The selected date is fixed in time, included but is not counted. | When the condition is set to Follow-Up Date = “03/26/2024 range 5 days”, the conditioning will be applied to the records designated for follow-up from 5 days before till 5 days after the selected date. If setting “5 days range” for the Follow-Up Date field and today is March 26, 2024, all records designated for follow-up starting from March 21, 2024, to March 31, 2024 (inclusive), will be subject to change based on conditions. |
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