I have various fields that summarize sales data for each month of the year. This fields are set to filter records “for the current year” and then each month, respectively. This is the case for 2020 sales data as well, the filter is set to “for the previous year.” After the new year, do I have to go in and manually change all these rules? Does knack automate the change when a year passes?
No need to change manually anything which is dynamic, like the current year and previous. But if you add some static values like 2020 or 2021 then you need to change that.