Dynamic Callouts

\# written by maryna yevsiukova | last published at september 22, 2025 \# # introduction dynamic callouts are a type of callout that is associated with a dynamic date this allows for the display of up to date information that is relevant to the current day the data in the dynamic callout are updated automatically every day \# creating a dynamic callout \# create a callout to create a dynamic callout (for example, if you want to display a callout that shows the orders created within the past 7 days) 1\ go to sales > sales orders 2\ click on the advanced filter icon 3\ in the field name dropdown, select creation date 4\ enable use dynamic date this will replace the standard date picker with dynamic date options 5\ configure the dropdown fields for example, to display orders created in the last 7 days, select the operator ‘is later than’ , then choose ‘next’ in the following dropdown, enter 7 in the next field, and finally select ‘day’ as the unit 6\ click the search button to apply the filter as a result, the sales orders records are filtered 7\ to add the filter to the callout panel, click filter and select add to callouts 8\ in the pop up title of new callout window, fill in the name 9\ click ok \# dynamic callout for a specific time period to create a callout that shows information for a specific time period (for example, incoming deliveries scheduled within the next 3 months, excluding today’s date) 1 create an advanced filter using dynamic date set the conditions to be earlier than the larger date (e g , next 3 months) and later than the smaller date (e g , today) 2\ save the filter and add it to callouts