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I'm looking for a solution for how to search for all records that were in a certain status (such as Active status) during a particular date range (such as during the month of January). so if I were to run this search, it would return all records that became active in January, that went from an active status to some other status in January, and that became active before January and remained active throughout the month of January. I'm currently stumped on how to configure a TRIRIGA query to perform in this manner, do you guys have any input that could help us out?
I don't think all of what you want to do is possible. However, I think some pieces of it may be. For most records, the active state is a read only state, so if you pull the records that are in the active state either by the state or status and filter on the last modified date you should have the records for that object that were activated in whatever time frame you filter on. For the second part to track records that went from active to another state in a given time frame, you will not be able to do that with a TRIRIGA query. If you have audit actions enabled for the given object then you could use SQL to pull the data from the audit tables. The audit tables are not accessible from a TRIRIGA query. You can built a BIRT report that uses SQL if you need to make the data accessible to someone who does not have database access. If you are not using audit actions on the object you want, then there is no way to do this as TRIRIGA doesn't capture and maintain date time of last state transition. It only has the last modified date. The modified date would be updated for any transition including the ones that start and stop in the same state (like save). So it would not be reliable to use.
Wouldn't it be possible to create a workflow that automatically updates a datetime field whenever a particular state transition takes place for a record? That would address how to identify when a record goes from an active state to some other state during a specified timeframe search.
I think the most tricky aspect of my inquiry is how to identify records that became active before the specified timeframe search, and did not get modified until after the timeframe search. I almost think you would need a specialized built-in TRIRIGA search function to do something like this.