Use Search lines together with variable terms to carry out dynamic searches.
Multiple search terms are saved in a search profile. The usage and saving of search profiles depends on your User role.

Method

Search goal: Display the tasks that are modified before the first day of the month:

  • Go to 'Activities' | 'Tasks'

  • In the Searchfilter you select "Modification date" in the left field

  • Select "Is before" in the second field

  • Click the icon on the rigth of the search field

  • Choose "$now.firstDayOfMonth"

  • Click [Find]

  • Click [Save] to save the search profileĀ 

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Keywords : UD-1299

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