How can I use my own variable as a filter in a TableView macro?

Kathleen Janiszewski August 1, 2023

How can I use my own variable as a filter in a TableView macro?  This is my filter:

 (recordOwner:[entry._user] AND userType:1) AND (fiscalYear.id:2023)

I want to either use a variable, or (preferably) run a function to determine the fiscal year.  Right now it's hardcoded as 2023.  The user of the tool I'm writing wants to be able to enter next fiscal year's data a quarter early.

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Alex Medved _ConfiForms_
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August 3, 2023

is the fiscal year equals to current year? or how the "function" you are talking about should determine it?

Kathleen Janiszewski August 3, 2023

Yes.

The user wants to be able to ender data for both this fiscal year and next fiscal year in the months of August and September, whichever years those may be.  So in this case, October 1, 2022 thru September 30, 2023 and October 1 2024 thru September 30, 2024, i.e., FY 2023 and FY 2024.

Right now, I only allow 1 fiscal year at a time.  She wants to be able to run her numbers for next fiscal year asap, while still allowing updates for this fiscal year.

Thank you in advance.

-Kathleen

Alex Medved _ConfiForms_
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August 3, 2023

The best option I see is to create 2 identical TableViews filtered by each year separately

Kathleen Janiszewski August 3, 2023

Alex,

I was trying to figure out a way not to hard-code it, but maybe that's the best option.

Thanks again.

-Kathleen

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