Features
Callouts & Shortcuts
Setting Up Date Format for Callouts
2 min
\# written by training admin | last published at october 30, 2022 \# there is also a possibility to set up date format for callouts on the system to configure this feature, please follow the next steps for example, we are going to add ‘crm todo list’ to our callout go to crm => activities => todo list, then add this menu to callouts now it shows us 3 results all my activities since 2019 however, let’s say that we need to configure 'crm todo list' to show my activities from today plus 4 days only first of all, add this callout (follow the instructions described in 'callouts & shortcuts') we are going to name it ‘my todo list – most recent’ then open this callout via ‘manage callouts’ button go to your user settings (the far top right hand side of the screen and click on your user picture) => press ‘manage callouts’ from the drop down menu => double click on the callout we need to change after that, in the 'domain' field type in the next value \[\['user id', '=', 3], \['start date','>=',(datetime date today()) strftime('%y %m %d')], \['start date','<=',(datetime date today()+relativedelta(days=4)) strftime('%y %m %d')]] \['user id', '=', 3 ] current value shows activities which only relate to user with id 3 (you can find your user id when you go to user settings => preferences => you will see it in the bottom right corner) 'start date','>=' which mean that the ‘start date’ for activity is set as date equal to today's date and more (datetime date today()) strftime('%y %m %d') this value will show all activities for today strftime('%y %m %d')) date format is year/month/day \['start date','<=',(datetime date today()+relativedelta(days= 4 )) strftime('%y %m %d')] this part of domain shows activities less and equal to today's day and plus 4 days from today's date \=> hit ‘save’ button, refresh the page, and you will see the changes now it is just 1 callout, because there was just one out of the most recent ones (for the last 4 days) useful examples for holiday call outs off today \['&', \['date from', '<=',datetime date today() strftime('%y %m %d')], \['date to', '>=',datetime date today() strftime('%y %m %d')]] off next 7 days \['&', \['date from', '<=',(datetime date today()+relativedelta(days=7)) strftime('%y %m %d')], \['date to', '>=',datetime date today() strftime('%y %m %d')]] sales orders created for the last 7 days \[\['state', '!=', 'draft'], \['state', 'not in', \['done', 'cancel']], \['date order','<=',(datetime date today()+relativedelta(days= 7)) strftime('%y %m %d')]] callout for projects created for the last 6 days \[\['state', 'not in', \['done', 'cancelled']], \['date start','>=',(datetime date today() relativedelta(days=1) datetime timedelta(days=5)) strftime('%y %m %d')],\['create date', '<',(datetime date today() relativedelta(days=1)) strftime('%y %m %d')]]
