Hello folks,
Recently start having issues when trying to create automation and collecting records based on date.
For example September 1st thru 15th
Record on 15th is not included.
I have to put September 1st thru 17th in order to include 15th record.
Not really sure why is doing that.
Have you checked to see if there are any discrepancies with timezones? This is usually my issue.
Im the one doing automation and created that record … Chicago time zone.
Anywhere else I would need to check ?
Not really sure what could be the issue - why sorting or filtering is wacky
My experience is that every time we need time based filters in automations it important to set time zone in the upper left corner under the name of automation.
Maybe another approach would be to use filter views and go from there.
I setup my zone in automation also
So looks like automation doesn’t have “on or before” certain date . only “Before”
But even if I use before 16th … it doesn’t pull up 15th of September thru Automation.
Only when I use 17th - that is when pull 15th.
Attachments are from workspace filter
Even if I add before certain date + 1 day … still doesn’t pull up…
Im not sure is there a way to see what time zone is workspace or that is profile based
“Tape workflows run in UTC to be universally applicable and non-opinionated.”
Depending on how you store times in the record (via Calculation / Workflow) it might get some differences. However - wondering why you need to change filters for more than one day. If its a timezone issue, I guess it should be solved within one day tolerance…
Also wondering, how frontend behaves when filtering records. Of course than a +/- 1 day deviation could probably happen.
@dirk_s - appreciate the effort to help.
Photos above are from the actual workspace where regular filters works by date just fine.
Creating collected fields in automation have filter to chose by two fields in 2nd workspace where you actually chose start and end date.
Not really sure if there is setting for workspace fields individual fields. Maybe by pulling and using 2 different dates field come all this difference in more than 1 day.
Also @Leo - is there a plan to add automation filter by date to be the same as workspace filters… Where you can choose “on and after” & “on and before” certain dates?
Ideally will be nice to have central timezone setting (like it has in profile) to work with every workspace or automation across the board.
