Athento allows you to filter documents in queues according to a date criteria.
There are two kinds of date filters:
- Document creation date
- A date field
Filtering by creation date
When to use Calendar or Expression filters?
- Calendar: You want to filter by a specific date in the calendar. Example: April 2, 2021.
- Expression: It should be used when the reference date for the filter is to be calculated dynamically, e.g. 30 days ago.
Available operators to compare creation dates
- <: before
- ==: equal to
- >: after
Available expressions
Reference dates
- Today
- Yesterday
It is also possible to indicate a specific number of days. In this case, it will also be necessary to indicate what this number means:
- Days ago: X days ago
- Years ago: X years ago
- Days forward: in X days
- Years forward: in X years
Filtering by date fields
Filter criteria
- Field value: to filter by documents where the date type field has a value (Is not empty) or does not have a value (Is empty).
- Calendar: you want to filter by some fixed or dynamic date.
Available operators to compare date field values
- <: before
- ==: equal to
- >: after
Available expressions
Reference dates
- Today
- Yesterday
It is also possible to indicate a specific number of days. In this case, it will also be necessary to indicate what this number means:
- Days ago: X days ago
- Years ago: X years ago
- Days forward: in X days
- Years forward: in X years
Some examples
Below, in this article, we provide several examples of filters by date.
List documents created in the last month
In this case, we use the creation date filter. Instead of specifying a specific date (Calendar option), we use an expression. The expression would be:
Creation date > 30 Days Ago
This means that the queue will show all documents where the creation date is more recent than the date that corresponds to 30 days ago.
List documents where a certain date has been exceeded
In this case, we use date fields. For the example, we will use the End Date field.
The filter we should use is:
End date < Today
This means that the queue will list those documents where the value of the End Date field is before today's date.
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