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janet_ge
janet_ge
Contributor ⭐️
July 8, 2015

Allow CTA Due Date limit to go beyond Rule Date + 999

  • July 8, 2015
  • 3 replies
  • 45 views
We have business need to create annual CTAs based on contract length which means for a 10-year contract, 9 annual CTAs need to be created, due each year. The current limitation of Due Date can only go as far as Rule Date + 999 days, this can only get us through the 3rd year considering each year has 365 days. 

      3 replies

      sidhu
      Gainsight Employee ⭐️
      sidhu
      Gainsight Employee ⭐️
      July 9, 2015
      Hi Janet, 

      I am interested in understanding why you might want to create a CTA more than 2 years in advance and also what is the limit that you would be comfortable with.

      Thanks, 
      Sidhu
      manu_mittal
      Gainsight Employee ⭐️
      manu_mittal
      Gainsight Employee ⭐️
      July 9, 2015
      Hi Janet,

      Just to add to Sidhu's comments, is it important that all 9 CTAs show up in your workspace at the same time? It would also be useful to know how you are building these rules today -- what fields you are using in the rule criteria, are these multiple rules or multiple CTA actions inside a single rule, etc.
        kristin_f3c469
        kristin_f3c469
        Contributor ⭐️⭐️⭐️⭐️⭐️
        July 10, 2015
        I have found that you have to get creative when figuring out how to implement rules for CTAs. We had a similar requirement, and took a different path to implementation. Our requirement was for rolling QBRs. I created a Last QBR Date field, and set that date via Rule whenever a QBR CTA is completed. The QBR Rule criteria uses that field.

        If you don't want to create a date field to track completed events, perhaps you could have a rule that looks for the completed annual CTA, and then creates the next one, one year out.

        Kristin
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