Show Upcoming Birthdays

Scenario

You would like to see and be alerted about upcoming birthdays.

Requirements

If this is your first time creating an app, you'll need to know some basics about adding tables, fields, pages, and views. You can start by reading our Builder Basics section.

Other good resources can be found in our About Your Database and Working With Pages article in our knowledge base.

Steps

Add a Date Field for the Birthday

Add a Date/Time field named "Birthday" to a table. We will use a Person table for this example.
Set the Field’s defaults to "none" and make the Field required.

Add an Equation Field for the Birthday Month

Add an Equation field named "Birthday Month".
Set the Equation Type to "Numeric" and leave the rest of the options as the defaults.
Use the following equation, which uses the function getDateMonth( ) and extracts the numeric month of the year: getDateMonth({Birthday}).

Your equation field should look like this:

You can read more about using equations and date functions with equations here.

Add an Equation Field for the Current Date

Add an Equation field named "Current Date".
Set the Equation Type to "Date", the Date Type to "days", and the Result Type to "Date". Leave the rest of the options as their defaults.
Use the following equation, which uses the function currentTime( ) and pulls in the current date, as shown in the image below.

Your Equation field should look like this:

Add an Equation Field for the Current Month

Add an Equation Field named "Current Month".
Set the Equation Type to "Numeric" and leave the rest of the options as the defaults.
Use the following equation, which uses the function getDateMonth( ) and extracts the numeric month of the year: getDateMonth({Current Date}).

Your Equation Field should look like this:

Add an Equation Field for the Next Month

Add an Equation Field named "Next Month".
Set the Equation Type to "Numeric" and leave the rest of the options as the defaults.
Use the following equation, which uses the function getDateMonth( ), extracts the numeric month of the year, and adds a value of +1 to the current date's month: getDateMonth({Current Date})+1.

Your Equation Field should look like this:

Add a Yes/No Field for Birthday in the Current Month

Add a Yes/No field named "Birthday" in Current Month.
Leave the default as "No" since the majority of birthdays would not be in the current month.
Add two conditional rules to this field so that when the birthday month is equal to the current month, the value is updated to "Yes".

When "Every Record", Value Set "to a custom value" "No".
When "Birthday Month" "is" "Current Month", Value Set "to a custom value" "Yes".

The conditional rules on your Yes/No field should look like this:

Add a Yes/No Field for Birthday in Next Month

Add a Yes/No field called "Birthday" in Next Month.
Leave the default as "No" since the majority of birthdays would not be in the current month.
Add two conditional rules to this field so that when the birthday month is equal to the current month, the value is updated to "Yes".

When "Every Record", Value Set "to a custom value" "No".
When "Birthday Month" "is" "Next Month", Value Set "to a custom value" "Yes".

The conditional rules on your Yes/No field should look like this:

You can read more about using conditional rules here.

Optional Features

Using Scheduled Tasks to Send Reminder Emails

For Pro plans and above, scheduled tasks could be used to send a monthly email to those people who had birthdays in the coming month or the next month.

Displaying a Grid for This Month's and Next Month's Birthdays

Source filters could be used to create one grid to show only this month's birthdays and a second table to show next month's birthdays.