View for 'This month?"

You have basically two options, depending on which suits the use case better:

• Show results from the past 30 days: "DaysFrom(<date property>) < 30" in the view filter. This usually stretches into the previous month as well, depending on the current date.
• Group by year and month: group the objects by the date property using "YearAndMonth()" in the grouping level. This way the user can drill down to the current month when accessing the view.
  

If these two are combined in the same view, you would get a maximum of two virtual folders of which one if the current month.

Thanks, the 2nd option is what we have currently but perhaps that will have to do.

Just out of curiosity, would it be possible to have a workflow that runs an API script that would create or edit an existing view each month? Perhaps not trivial but possible?

Technically I think you should be able to modify views via the API (VaultViewOperations) so in theory you could have some background operation that updates the view filter. I haven't heard of anyone doing something like that however and I wouldn't recommend going to that direction.

Perhaps you can find a workaround for this, for instance remind the users that they can pin the current month's virtual folder for easy access if they need to access it frequently.

This is what we're going to go with, non-technical and easy for the customer to just pin the new month virtual folder at the first of the month. Thanks again.

This is what we're going to go with, non-technical and easy for the customer to just pin the new month virtual folder at the first of the month. Thanks again.