Adding an "older than x days" filter

Hello Demien,

Straight forward and simple way : You can do filter based on Date Create or Date Modified for all the modules by default.

Now if you want to tract any perticular event happen and when it was happen and then wants to do filering on that . Then you need to capture the date when the event happen.
Like , whenever the Opportunity is set to close won we will capture the date and save into additional field . And from that additional field you can perform search . And this will be date field so it will have all the necessary filter that you are looking for ( last X days or so.) . Also it will work for reports module .

Here is one example link that how you can capture the date event on any action using SugarCRM Advanced Workflow.

http://support.sugarcrm.com/Knowledge_Base/Advanced_Workflow/Capturing_the_Sales_Stage_When_an_Opportunity_Closes/ 

If you are using the CE edition of sugarcrm then you need to write logic hook to achieve this.

Thanks
Prashant
Email : prashant13290@gmail.com

WhatsAPP : +91 9016739026

Hi Prashant,

Thanks for your reply! Our customer's on Sugar Pro 7.9.x so no ProcessAuthor. We've captured the "last interaction date" with a logic hook, but our issue is to get the records for which this date is older than x days. 

I can filter "older than date dd/mm/yyyy", on "this month", "this year". 

But not "older than this month", or "older than this week". 

Ie the "reference date" cannot be relative AFAIK and this is what I am looking for

Hi Prashant,

Thanks for your reply! Our customer's on Sugar Pro 7.9.x so no ProcessAuthor. We've captured the "last interaction date" with a logic hook, but our issue is to get the records for which this date is older than x days. 

I can filter "older than date dd/mm/yyyy", on "this month", "this year". 

But not "older than this month", or "older than this week". 

Ie the "reference date" cannot be relative AFAIK and this is what I am looking for

Hi Damien Pochon,

This is not available in stock Sugar, as you have observed.

My first thought on how I might address this would be to create a separate field that is updated regularly by a custom scheduler. This field would indicate a period of time corresponding to the reference date. I would then report on that field's value.