Relative Selects

Introduction

When defining a search using time-related fields or partner functions, ‘Relative Selects’ cater to creating more generic search queries that can be re-used on a regular basis. The Digital Sales Platform provides two (2) types of Relative Selects:

1. Relative date and time select; queries that can be constructed using relative selects can be e.g. ‘Year-to-Date’, ‘Last Two Quarters’, ‘Next 30 Days’, ‘Next Quarter’, ‘Now’, etc.
2. User-related selects; examples are ‘Me / Current Logged-In User’, ‘Users in My Organization Unit’, ‘Users in my Organization Hierarchy’.

Relative Date and Time Selects

The application delivers a set of predefined relative date and time selects that are available to end-users when searching for specific business objects, for example:

If specific search queries cannot be solved using the predefined date selects, an administrator can create new selects to meet the business requirements.

• Under the administrator work center, go to ‘Master Data’->’Relative Select’.
• Create a new entry by clicking on the ‘+’ icon and select the newly created entry.
• Provide a name for the relative select and choose the respective unit (days, weeks, months, quarters, or years).
• The offset indicates how many units from today’s date the resulting date should be.
  • An offset of zero means today
  • A negative offset means a date in the past will be referenced
  • A positive offset means a date in the future will be referenced
• In addition to reference the same day (e.g. if today is May 7^th and month with an offset of ‘1’ has been chosen, the resulting day will be June 7^th), months, quarters, and years also have the option to reference the first or last day of the selected period (e.g. if today is May 7^th, and month with an offset of ‘1’ has been chosen and the last day option has been selected, the resulting day will be Jun 30^th).

*Note: As of 20/05, there is only one (1) relative time select which is ‘Now’. Additional custom time selects cannot be created.

Relative User Selects

The pre-delivered filters are:

• Me / Current Logged-In User
• Users in My Organization Unit
• Users in my Organization Hierarchy’

These selects are readily available for end-users to be used whenever a partner function or when a user field (e.g. ‘Owner’, ‘Creator’, etc.) is used.

*NOTE: As of 20/05, other relative user selects cannot be created. This will be available at a later release.