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sagan_sherlin
sagan_sherlin
Helper ⭐️⭐️
June 11, 2018

Idea. Enhance Rules Engine and Report Builder to include Bi-Weekly, Quarterly, and Semi-Annual Options.

  • June 11, 2018
  • 3 replies
  • 55 views
With an upcoming process change, we're moving to Bi-Weekly, Quarterly, and Semi-Annual automated CTA's.  While we've come up with a workaround - it would be amazing if these were default options in both Rules Engine and Report Builder! 

      3 replies

      rbegley
      rbegley
      Helper ⭐️⭐️
      June 11, 2018
      If you schedule a rule independently (not within a Rule Chain), you can setup a CRON string for scheduling instead of the options you see within the Basic scheduler.

      Let me know if you think this will help, I can also help you fashion the CRON string if needed.

      https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Scheduling_Rule...

      Hopefully this helps for now.
        sagan_sherlin
        sagan_sherlinAuthor
        Helper ⭐️⭐️
        June 14, 2018
        Sweet! Thanks Rob!

        [i]We got the approval to move forward with the 1st and 15th, but with the request to eventually get a true bi-weekly type action.
        darkknight
        darkknight
        Expert ⭐️
        September 5, 2018
        Cron doesn't appear to have a bi-weekly option, so I've had to build a funky workaround where I add an Upload Date column to an MDA table then include Upload Date = Rule Date in my filter criteria and schedule the rule to run weekly.  But since the data is only uploaded bi-weekly, the rule only takes any action every other week.

        Jeff Kirkpatrick
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