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Formula field in rule engine to add current date

  • November 22, 2017
  • 11 replies
  • 63 views

jahnavi
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
Can we add a formula field in rule engine to capture the rule date.

11 replies

sdrostgainsightcom
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  • Gainsight Employee ⭐️⭐️⭐️
  • December 14, 2017
Hello Jahnavi - 

This request has come up multiple times from Gainsight Admins, and it's also being discussed on an internal thread at the moment.

Wanted to let you know it's on the 'under consideration' list by product, and the Professional Services group here at Gainsight is voting it up too, so hopefully we'll hear back soon on plans to add the functionality!

srinivas_muthyam
Hi Jahnavi and Scott,

We will definitely keep this as an item to be added sooner. We will discuss internally and see the possibilities of adding it. 

jeremy_curry
  • Helper ⭐️⭐️
  • May 11, 2018
Hi Srinivas,

Is there any update on this?

Thanks!

pele
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  • Helper ⭐️⭐️⭐️
  • May 11, 2018
Until this is possible in rules, you could add a formula field to the customer info object in Salesforce that reads TODAY(). This has helped me out quite a bit in calculating DateDiffs in different rules. 

srinivas_muthyam
Hi Jeremy,

We considered this item into development, The functionality will be available in one of the coming release. 

tom_gerth
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  • Gainsight Employee ⭐️⭐️
  • June 25, 2018
+1 to this, it would be extremely valuable to have this as part of the product!

dan_ahrens
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  • Expert ⭐️⭐️⭐️
  • July 23, 2018
Hi Jahnavi,

Can you explain a little bit more about the use case and how you would use the current date in the rule?

prabhat
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  • Contributor ⭐️⭐️
  • September 12, 2018
Hi All,

This feature is coming October release. you should be able to achieve following
  • Rule Date will be a new formula - help you get Rule Date as a show field.
  • Date Diff will support difference from a show field to Rule Date

sai_ram
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  • Expert ⭐️⭐️
  • October 16, 2018
Hi All, this is fixed and available in October release. 

A new function called Rule Date has been added to the Date Formulas. This function returns the Date on which the rule is being executed (Current date). This function does not accept any arguments. 

Please refer the release notes for more information.

Thanks for posting!​

jahnavi
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  • Author
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • October 17, 2018
Is this rule run date a date time or just date ?

prabhat
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  • Contributor ⭐️⭐️
  • October 18, 2018
Hi Jahnavi, the data type of this is DATE.

In case of manual execution, the UI asks you for "Rule Date". If you have given a past date in "Run Now" dialog, the formula will return that date.



In case of scheduled executions, typically Rule Date and the day when rule executed are typically same, yielding current date.