I have a list that has about 25 views that I manually have to update on a monthly basis. I have to go into each view and change the "Fiscal Period" to the current year and month (201709) I want to know if it is possible to do this via a SPD workflow or other method.

1 Answer 1


Solution 1

Create filtered list views and have their Urls as hyperlinks in a content editor web part. Place that web part on the top of the page. Example code for content editor web part is

<a href="/site/Lists/Test/AllItems.aspx?FilterField1=Year&FilterValue1=2017&FilterField2=Month&FilterValue2=Jan">Jan</a> | 
<a href="/site/Lists/Test/AllItems.aspx?FilterField1=Year&FilterValue1=2017&FilterField2=Month&FilterValue2=Feb">Feb</a> | 
<a href="/site/Lists/Test/AllItems.aspx?FilterField1=Year&FilterValue1=2017&FilterField2=Month&FilterValue2=Jan">Mar</a>​​

and that gives the output with clickable Jan, Feb and so on.

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Solution 2

Create a form with year and month dropdowns and a submit submit to redirect to itself with querystring params. Example FilterField1=Year&FilterValue1=2017&FilterField2=Month&FilterValue2=Jan. Place that form html in a content editor web part at the top of the page.

Solution 3

Create a console application to update the list views and schedule it. A timer service can also be created.

  • Thanks for these suggestions but wouldn't I need to do this on each of the views since that is its "own" page of sorts? I am a bit confused.
    – Dorinda
    Oct 18, 2017 at 16:09
  • @Dorinda, if you were referring to solution 1, you need to add content editor web part on only one page. This page could be AllItems.aspx which is a view of the list. So when you click on lets say Feb, the page would reload and display all the items with month Jan.
    – Ahmad Zia
    Oct 19, 2017 at 1:28

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