Page Comparison

Add a contracts view varient to show contracts that have expired are are about to expire

• • Select "Relationships" then "Contracts" from the navigation panel
    
    

• Click on the "view Variants" button and save a new view variant called "Review contracts that have expired or are about to expire"

• The right click on the column heading and left click on "filter editor"

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  Note
  Cut and paste the following filter into the text tab on your filter expression " [Workflow Status.Name] = 'Active' And IsOutlookIntervalLaterThisYear([End Date]) Or [Workflow Status.Name] = 'Completed' And IsOutlookIntervalEarlierThisYear([End Date])"

  
  

• When you have pasted in the filter. Click back on the visual tab. The result looks like the example below

• Then click ok to see the contracts that have expired
• Use column chooser to add "workflow status" to your list view:
  • Contracts with an "Active" workflow status have not expired yet
  • Contracts with a "Completed" workflow status have expired