Released: Improvements to Workflows that use Date/Time fields

Released: Significant improvements to workflows that rely on the Date/Time field.

What’s new

Users of the Builder and LiveApp will have more flexible filtering and rule options with consistent and accurate results.

Why

The changes being released next week will ensure parity between the Builder and Live App, correct unexpected behavior, and improve the overall user experience.

What’s new!

Filter for, and create rules for very granular - or broad - data with one click.

Checkboxes for “Any Date” and “Any Time” on Rules and Filters

Rolling weeks and rolling months add more flexible date choices.

Time Filters will be available in the Live App !


Changes to Rules

Fix: Validation Rules will work as expected for Date and Time criteria

Pre-release, validation rules for any combination of dates, times, and some operators did not run.

Example:

After the release, all combinations of date, time, and operators will run as expected.

Why you should know:

Validation Rules will now run as expected when using a Date/Time field for the criteria, including date and time, just date, or just time.

Some customers may not realize field validation rules were not working, so now they’ll see saved workflows starting to run.

Previously, conditional rules only worked with date or time fields; now, they work when both date and time are enabled on the field.

These are the areas that may have saved workflows:

  • Conditional Rules
  • Validation Rules
  • Submit Rules
  • Page Rules
  • Display Rules
  • Record Rules
  • Email Rules

Powerful workflows based on date and time rules will unlock automation processes, giving you time to focus on more important work.


Changes to Filters

Fix: Filters will work as expected for Date and Time criteria

Pre-release, filters, with any operators, that included time, were not respecting the time field. For example, filtering for a specific date and time would show results for the entire day.

After the release, the same filter will run for records matching the exact time.

Why you should know:

In this scenario, the filter will return results based on specific times.

If there are filters saved with specific times, and the current behavior of showing all results are preferred, then pre-release, the time field can be cleared out, or post-release, the new “any time” checkbox can be selected.

These are the areas that may have saved filters:

  • Data Source Filters
  • Filter Menus
  • Custom Filter defaults
  • Connection Picker filters
  • Formula Field Filters
  • Tasks

To keep the current behavior of showing all records regardless of time:


Rolling Dates

** Change: Changes to Weeks and Months**

Pre-release: Currently, weeks and months are treated as rolling weeks and months, and not calendar weeks and months.

Why you should know:

This additional flexibility will change the behavior of saved rules and filters and may need updating post release.

Weeks and months in the app now will be changed to calendar weeks and months. A calendar week is defined as Sunday through Saturday. A calendar month is defined as the first through the last day of the month.

To retain the current behavior for weeks and months, after the release, update settings to the new rolling weeks and rolling months options.


Thank you

All of us at Knack appreciate and thank our customers who have been patiently waiting for these updates and corrections to be released.

With this release, you can be confident that automated workflows are running smoothly and expected record results are displayed.

Please reach out to support@knack.com if you have any questions about these updates.


FAQ’s

Will existing rules and filters be changed?

Rules and filters that have been set up will not change, however, the results of a filter, or when a rule is triggered, may change.

What specifically is not working as expected pre-release?
  • Conditional Rules: will not work with date/time fields using date and time
  • Validation Rules: will not work with date/time fields using date and time, just date, or just time
  • Page Rules: will not work with date/time fields using date and time, just date, or just time
  • Submit Rules: will not work with date/time fields using date and time, just date, or just time
  • Display Rules (table, details, and form): will not work with date/time fields using date and time, just date, or just time
  • Record Rules (form and inline): will not work with date/time fields using date and time
  • Email: will not work with date/time fields using date and time, just date, or just time
What’s the difference between rolling and calendar weeks and months?

The “rolling” means that the periods change daily, weekly, monthly, etc, depending on the circumstances. In other words, a rolling period “rolls” with whatever the current day is.

Conversely, a week/month/year is considered a calendar period, with a week defined as Sunday-Saturday.

5 Likes

Looking forward to these changes :tada:

Thank you. That’s a much appreciated improvement.

Great news, good to see things
moving forward :rocket:

Great! thank you.

I thought the actual filter “previous” week/month/year was calendar date not rolling.
I am surprised.
ok

It would be great to have this available to run relative to another date field

1 Like

+1

Great to see these changes in the app, very helpful!