Acknowledged

Date filters in Rules Engine

Votes
oscar_nembaware
Rank
Userlevel 2
It would be nice to have a date filter with in the rules engine that will enable me to filter like the filters in the report builder. ie current year, last year and this year etc to compliment the ones that are already there. I am trying to set up a CTA but only for data emantaing from a Current Quarter

12 replies

lila_meyer
Rank
Userlevel 7
Badge
Hi Oscar, Can you share a bit more about the CTA you're trying to trigger and for what data? 

Lila Meyer, Dir. Global Education Services
oscar_nembaware
Rank
Userlevel 2
I am trying to set up a CTA that is based on the Closed Won status for this year. From what I can see in the drop down I can only state that the date is greater or less than a particular date. My thinking it would be great if we get Current Fiscal Year option

aditya_marla
Rank
Userlevel 6
Hi Oscar,

Are you running this rule on periodic basis (like daily / weekly) ? or is it a one time rule ?

oscar_nembaware
Rank
Userlevel 2
This rule will be running daily

aditya_marla
Rank
Userlevel 6
Got it.

Since its runnin daily, would it work if you brought in only recent data...ex: You want to create an CTA when a opportunity is closed....the rule will run daily, bring in oportunities closed yesterday & create a CTA.

Would that work for you in the meanwhile?

katie_b
Rank
Userlevel 6
Badge +1

We need this for a different use case….we’re calculating the % of accounts a CSM has connected with (logged a timeline entry for) in the last year, quarter, month. We’ve created check boxes on the Company object and populate them via a rule if they meet the criteria so all customers are included, even (and most importantly) those with 0 activity records. Currently, we have to manually update our rules to say look at activities after Jan 1 2020, etc. It’s a manual update each time. YTD/QTD/MTD options would allow us to run this as a truly ‘automatic’ rule.

Katie Baker
ana_g
Rank
Userlevel 7
Badge +1

+1!
I’m currently trying to wrap my head around how to have a “last quarter” account-level CSAT calculation in Rules Engine but doesn’t seem to be possible? 

Anastassia Goidina
rakesh
Rank
Userlevel 7

Hi all,

Will consider making all the date literals in filters more consistent across the product in the medium-term horizon. We will share any updates here as we drive this forward. 

ana_g
Rank
Userlevel 7
Badge +1

Hi all,

Will consider making all the date literals in filters more consistent across the product in the medium-term horizon. We will share any updates here as we drive this forward. 

Thank you! Ran into this issue again (needing previous quarter filter in Rules Engine). Updates/ETA is always appreciated :)

Anastassia Goidina
GarethR
Rank
Userlevel 3

Hi @rakesh,

 

I have the same need here, wanting to create a rule that looks at activity in the current quarter. Would be awesome to have the same date filter possibilities as in the Report Builder.

Has there been any progress on this topic?

Thank you for the update!

rakesh
Rank
Userlevel 7

This is not a near term change Gareth but we definitely are progressing in that direction. One of the enhancement we are doing is expanding date comparison operators. 

This screenshot is from Data Designer (upcoming release). 

 

sai_ram
Rank
Userlevel 7
Badge +2

Changing the status accordingly.

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