Scenario
You would like to see and be alerted about upcoming birthdays.
Requirements
Steps
Add a Date Field for the Birthday
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Add a Date/Time field named "Birthday" to a table. We will use a Person table for this example.
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Set the Field’s defaults to "none" and make the Field required.
Add an Equation Field for the Birthday Month
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Add an Equation field named "Birthday Month".
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Set the Equation Type to "Numeric" and leave the rest of the options as the defaults.
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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
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Add an Equation field named "Current Date".
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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.
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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
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Add an Equation Field named "Current Month".
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Set the Equation Type to "Numeric" and leave the rest of the options as the defaults.
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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
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Add an Equation Field named "Next Month".
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Set the Equation Type to "Numeric" and leave the rest of the options as the defaults.
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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
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Add a Yes/No field named "Birthday" in Current Month.
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Leave the default as "No" since the majority of birthdays would not be in the current month.
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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".
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When "Every Record", Value Set "to a custom value" "No".
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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
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Add a Yes/No field called "Birthday" in Next Month.
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Leave the default as "No" since the majority of birthdays would not be in the current month.
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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".
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When "Every Record", Value Set "to a custom value" "No".
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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.