Rule date filters to match the Reports 2.0 filters

  • 4
  • Idea
  • Updated 3 days ago
  • Implemented
It would be awesome to be able to set a rule date filter to = Current Year and other date filters that are available in Reports 2.0. Along with that it would be even better to allow those same date filters in the calculated fields when you are trying to calculate an aggregation like "Sum all those opportunities $ within the current year" right now all I have to choose from is "past x days, months, years". 
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Andrew Cummins, Champion

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Posted 1 year ago

  • 4
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Andrew Cummins, Champion

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Running into this problem more and more as I am using the rules engine to count and push datat to MDA tables and then trying to report on it. 
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Sai Ram Pulluri, Official Rep

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Hi Andrew, with this Winter release we are giving Statistical Functions and String operators in Formula Builder(Bionic rules). This will help you to achieve your use-case. 

Please let me know if you need any help in configuring .
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Sai Ram Pulluri, Official Rep

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Hi Andrew, Our Winter Release notes is out,please refer this article. 
You can find help in configuring the Statistical Functions and String operators in Formula Builder(Bionic rules).