How to create a shared view for overdue records?

Support
1

Hi
I have record which has due date field. How do I search for overdue records and create a shared view for them?

2

Hi,

You could see steps below and give it a try.

  1. Add a date field and apply formula TODAYTZ() and add an automatically daily recalculation workflow. Which would refresh current date everyday.

  2. Apply conditional formula to determine is it overdue. If yes, return Y.

  3. Create a shared view based on second step.

1 Like