Torii includes powerful filtering capabilities for dates. These filters can be used on any date attribute when filtering tables or defining workflow criteria.
Using the correct date operator might be confusing at first, and this help article provides clear guidance on when to use each date operator.
Future dates vs. past dates
In order to choose the right date filter, you should first ask yourself whether you are referring to a date that will happen in the future, happen today, or a date that has passed:
Future - use the
e.g. Employee start date is coming in less than 7 days from now
Today - use the
e.g. Application security review date is today
Past - use the
e.g. A contract renewal date is more than 30 days ago
The diagram below can help you use the right operator:
Review the following examples for the various use case in which the date filter operators are used.
Workflow - Contract Meets Criteria Examples:
Send a reminder to the contract owner 60 days prior to renewal
Send a reminder to a contract owner, a week after the renewal to remind them to upload a new contract to Torii
Notify the team on the day of the renewal
Workflow - User Meets Criteria Examples:
Remind the hiring manager that their employee is joining in a week from now
Send a welcome email to the new employee on the day they join
Terminate employee's Salesforce account, 30 days after they have left the company
Show all contracts that were signed less than 6 months ago
Show all users where the start date is over 1 year