Skip to main content
lane_h
lane_h
Helper ⭐️
October 17, 2016

Option to add Today's Date in CTA Name

  • October 17, 2016
  • 2 replies
  • 52 views
We have been creating CTAs to bring awareness when a certain score is less than another. We do this by writing the overall health score to the SFDC account object and then in the rule specify which scorecard fact we need to look at.

This works great unless the score changes before the CSM can address (sometimes it might be the next day).

It would be wonderful to have the option to add "Current Date" or "rule run date" to the the CTA Name.

      2 replies

      jeffrey_coleman
      jeffrey_coleman
      Helper ⭐️
      October 17, 2016
      My solution to a similar situation was to add a formula field to Customer Info with the value of "TODAY()". Since it's on Customer Info, it's available in almost every situation. So then you just add that to the show fields and use it however you want.

      And then I think for good measure I added a 2nd formula that returns text and formatted the "today" value into MMMM D, YYYY format.
      pavan_bandi
      Gainsight Employee ⭐️
      pavan_bandi
      Gainsight Employee ⭐️
      September 19, 2018
      Hi Lane,

      We have added RuleDate() function in the Transformation Task which will return rule run date. You can use the output of this function as token in the CTA Name.

      RuleDate() function will be available in October release.

      Hope this helps!

        Terms & ConditionsAccessibility statement