Hi, Gainsight Admin community!
During rules configuration, the common question most of the customers ask is about choosing right date filter they can include in order to restrict the data to a certain time period.
Here are a few common use cases:
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Renewal date in the coming two months
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Subscription start date in the last 3 months
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The activity date is within the last 7 days of the subscription date.
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From opportunity close date is 180 days for today then Create CTA
Now the question is what we have to select from the criteria drop-down i.e subtract N days/ Add N days etc.
Background to understand what exactly happens in the backend:
| Usecase | What to use | Description | Example (mm-dd-yyyy) |
| Renewal date in coming two months | Solution1: Renewal date <= (Add N days to rule date + 60 ) AND Renewal > Ruledate Solution 2: Renewal date <= (Add N months to rule date + 2 ) AND Renewal > Ruledate | Rule date = Today’s date Add N days to Ruledate +60 translates to Add 60 days to Today | If today = 1/1/2020 Then 60 days + 1/1/2020 equals 3/2/2020
Renewal date <= 3/2/2020
AND Renewal date > 1/1/2020 |
| Subscription start date in the last 3 months | Solution1: Subscription start date >= (Subtract N days from rule date - 90 ) Solution 2: Subscription start date >= (Subtract N months from rule date - 3 ) | Rule date = Today’s date Subtract N days to Ruledate - 90 translates to a date which is exactly 3 months from today | If today = 1/1/2020 Then 1/1/2020 - 90 days equals 10/03/2019
Subscription start date >= 10/03/2019 fetches the last 3 months dates |
| From opportunity close date is 180 days for today then Create CTA | Solution: Opportunity date = Subtract N days from rule date - 180 (Schedule this to run daily) | Rule date = Today’s date Subtract N days to Ruledate - 90 translates to a date which is exactly 180 months from today then the equality validates. | If today = 1/1/2020 Then 1/1/2020 - 180 days equals 07/05/2019 Opportunity close date = 07/05/2020 then CTA will be created |
| The activity date is within the last 7 days of the subscription date. | Using the date function calculate the date difference between the activity date and Subscription start date (Refer here) | Date Diff(start date,end date,days) --- Date Diff(Subscription start date, Activity date, days) Criteria: Date diff <= 7 | If Activity date = 01/07/2020 Subscription start date = 1/1/2020 Then date difference is 01/07/2020 - 01/01/2020 is 6 days 6 <= 7days limit is true |
The above use cases cover the standard steps that we follow to implement the most common criteria. All you need to do is pull the date field into the filter section of the task and include any of the required criteria then proceed with your next steps.
Please let me know in the comments section if you have any questions.
~Happy Gainsighting
