Update Filter Criteria in SharePoint list using workflow

Question

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.

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

<h2>2017</h2>
<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.

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.