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jbarbiergainsightcom
Gainsight Employee ⭐️
jbarbiergainsightcom
Gainsight Employee ⭐️
June 12, 2015

Add Fiscal Year in Rules Engine

  • June 12, 2015
  • 3 replies
  • 45 views
Euromonitor needs the ability to use greater or equal to Start of Current Fiscal Year as a filter in Rules Engine. Currently we have this set as a custom date equal to the start of their fiscal year. However this will require their Gainsight Admin to update the rule on this date each year. If we could add an option for First Day of Current FY that would make this easier.

      3 replies

      swat
      swat
      Contributor ⭐️⭐️
      June 13, 2015
      Where is information about Fiscal year stored? If this is stored in ApplicationSettings, then its a low hanging item.
      jbarbiergainsightcom
      Gainsight Employee ⭐️
      jbarbiergainsightcomAuthor
      Gainsight Employee ⭐️
      June 15, 2015
      It is the fiscal year that is set in Setup > Administer > Company Profile > Fiscal Year. Thanks!
        sundar
        sundar
        Expert ⭐️
        June 16, 2015
        Swat, I think the details under Company Profile is not accessible via any API, I suppose. We are using Calendar year in report builder too. 

        Jessica, You can create a Formula field that will create the date with help of Now function to pull the year alone and achieve this. 
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