How to Hide Submissions That Are More Than 30 Days Away?

"I want to filter out records with due dates over 30 days in the future so they don’t show in reports. Can logic blocks or filters achieve this?"

You can absolutely filter out records that have due dates more than 30 days into the future in Clappia by using filters in reports or logic blocks in workflows. This enables you to hide such records from reports effectively.

Why Date Filtering Matters in Reports?

Filtering records based on date conditions like "due dates more than 30 days away" helps maintain report relevance by showing only actionable, timely data. It improves data clarity for decision-making and avoids cluttering reports with irrelevant future data. Clappia offers multiple ways to achieve this filtering through built-in blocks and features.

How Date Filtering Works in Clappia

In Clappia, the Date Selector block allows capturing and using date fields in your app submissions. To filter data in reports or workflows, you apply filters or logic conditions based on date calculations comparing the due date with the current date plus 30 days. Clappia formulas support such date arithmetic using built-in functions.

How to Hide Records More Than 30 Days Away in Reports

• Use Report Filters:
  • When creating or editing a report in Clappia, go to the filters section.
  • Select your due date field.
  • Set a condition using the formula syntax to filter out future dates beyond 30 days, for example: @DueDate <= TODAY() + 30.
  • This will include only records with due dates today or within the next 30 days, hiding records further out.
  • Save and use this report to ensure submissions with due dates over 30 days are excluded.
• Apply Logic Blocks for Workflow Automation:
  • In your app's workflow, add a Calculations & Logic block.
  • Create a formula field that calculates if the due date is within 30 days of today. Example formula: IF(@DueDate <= TODAY() + 30, TRUE, FALSE).
  • Use this calculated field to set conditions for actions, such as showing data or triggering steps only if the condition is TRUE.
  • This lets you programmatically exclude or hide submissions outside your 30-day window.

Practical Use Cases

• Task Management: Filter tasks in your app so only those with due dates within the next 30 days appear in daily reports for prioritization. Learn more about workflow automation.
• Event Planning: Show only events happening in the next month and prevent clutter of far-future events in your admin dashboard. Check automating report generation for efficiency.
• Invoice Tracking: Display only invoices that are due soon in finance reports to ensure timely payments. See how to use Clappia for invoicing.

Advanced Configuration Options

• Combine Multiple Filters: Use additional filters like status or priority alongside date filters to refine report content. Explore validation and filters for more control.
• Use Wait Nodes & Archive: For auto-archiving older records, combine workflow nodes like Wait and Archive Submission set with date filters, although this applies to past dates rather than future filtering. Learn about workflow nodes.
• Conditional Section Display: Use conditional visibility settings in your app to dynamically show/hide records based on date logic. See conditional visibility examples.

Troubleshooting Common Issues

• Incorrect Date Field Selected: Ensure the date field used in filter or logic blocks is the same as the due date field in your app. Refer to block validation documentation.
• Formula Syntax Errors: Double-check date arithmetic formulas for correct usage of TODAY(), plus/minus operators, and field names. Review date difference formulas.
• Filter Not Applying in Reports: Confirm the report is saved after applying filters and that filter conditions are set as “less than or equal to” TODAY()+30. See analytics and reports help guide.

Best Practices for Implementation

• Test Your Filters: Always preview reports or workflow actions to confirm records beyond 30 days are correctly excluded before going live. Try tips from tips for managers.
• Use Descriptive Field and Variable Names: Clearly name your date fields and calculated variables to avoid confusion when applying formulas.
• Document Your Logic: Keep notes in your app or project documentation describing why and how date filtering is implemented for future reference. Drawing insights from no-code platform benefits helps maintain clarity.

Conclusion

To filter out and hide submissions with due dates more than 30 days in the future from your reports, use Clappia’s report filtering features or logic blocks with date formulas. These allow precise control over what data is surfaced, ensuring your reports stay focused and actionable.

Related Resources & Further Reading

• Analytics: Automated Reports | Clappia
• No. of days i.e. Date Difference | Clappia
• Validation Block | Clappia

• Automate Your Business Processes with Clappia Workflows
• Automating Report Generation for Process Efficiency with Clappia
• Using Clappia as an Invoicing App