Question

Rule Date on the Show Field Section

  • 27 December 2016
  • 5 replies
  • 29 views
aviv_caspi
Hi,



Is there a way to add the Rule Date to the show fields section?



I want to use the rule date and the month of the rule date in the comments of the CTAs that are being created after the rule run.



Right now I don't have access to this info because I can't add it to the show fields.



Thanks a lot,



Aviv.

5 replies

sundar
Rank
Userlevel 5
Yeah definitely. Even without adding them it should be available in the comments section, like it is available in field mapping in action.
aviv_caspi
Thanks Sundar. Is it on your plan?



I want the name of the CTA to include the month of the rule date, is there a workaround for this need now?



Thanks 🙂
sundar
Rank
Userlevel 5
You can create a formula field in Customer Info object which would evaluate to Today(). Use this field temporarily in the rule.
darkknight
Rank
Userlevel 7
Badge +3
I was working on this just as Sundar replied.  



I created a formula field on the Customer Info object called Current Month with the following formula:



CASE( 

MONTH(TODAY()), 

1, "January", 

2, "February", 

3, "March", 

4, "April", 

5, "May", 

6, "June", 

7, "July", 

8, "August", 

9, "September", 

10, "October", 

11, "November", 

12, "December", 

null 

)



Now I can pull it into the Name field when I trigger the CTA.





Jeff Kirkpatrick
aviv_caspi
@Sundar and Jeff - Thanks a lot. Your help is much appreciated :)



Nice workaround.

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