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allie_gold
allie_gold
Helper ⭐️
May 24, 2016

Rule scheduling should be more configurable (e.g. "Quarterly" or "Custom")

  • May 24, 2016
  • 14 replies
  • 129 views
We have quarterly deliverables (due Jan 1, Apr 1, July 1, Oct 1) that we'd like to create CTA's for. Instead, we have to create either a monthly CTA or an annual CTA for each month specifying the portion of the deliverable that has been accomplished (e.g. Jan 1 CTA "Part 1"; Feb 1 CTA "Part 2"; Mar 1 CTA "Part 3"; Apr 1 CTA "Part 1"; etc.)

This seems to be awfully complicated. So in addition to having rules run daily, weekly, monthly, or yearly, we're suggesting a quarterly run or a custom run.

    14 replies

    darkknight
    darkknight
    Expert ⭐️
    May 24, 2016
    I agree that having a quarterly option would be handy, but in the meantime could you get around this particular problem by creating a rule that runs once a month, but looks back to last quarter's CTA and if the Created Date (or Closed Date) = Subtract 90 Days from Rule Date, it triggers the new CTA for the quarter?  Yes, you'd have the rule running for two months with out any records found, but on the third month it would pick them up and create the new CTA.

    Jeff Kirkpatrick
      allie_gold
      allie_goldAuthor
      Helper ⭐️
      May 24, 2016
      Hi Jeff, I actually was just considering this!! It's just so much easier to have a simple feature in the rule engine than go through all this trouble.
        dave_wu_74b11e
        Gainsight Employee ⭐️
        dave_wu_74b11e
        Gainsight Employee ⭐️
        June 22, 2016
        Additional time periods will be helpful, instead of having to duplicate rules or hard code dates. For example, Bi-weekly, bi-monthly, semi-yearly, every 3 days, etc.
        smorrisgainsightcom
        smorrisgainsightcom
        Helper ⭐️⭐️⭐️
        June 23, 2016
        Have we considered allowing Admins to input a Cron string to schedule rules?  The flexibility would be great.
        sundar
        sundar
        Expert ⭐️
        June 23, 2016
        Definitely this is on the radar, will keep you posted on the updates
        whitney_fershee
        whitney_fershee
        Contributor ⭐️
        August 9, 2016
        We could definitely use the ability to run a rule quarterly.  My workaround is to keep bumping the next run time for the rule to the next quarter.  
          jessica_weiss
          jessica_weiss
          Contributor ⭐️⭐️⭐️
          January 17, 2017
          being able to run a rule quarterly would help us a lot.  
          spencer_engel
          spencer_engel
          Expert ⭐️
          June 15, 2017
          Any update on this? I have a few customers who are interested in this functionality.
          andrea_weisz_171687
          andrea_weisz_171687
          Contributor ⭐️⭐️⭐️
          June 23, 2017
          I want to be able to pick any frequency I want - hourly, every X number of days days, I also want to be able to set a CTA to recurring in the rule (not Cockpit). 
            gayathri_n
            gayathri_n
            Helper ⭐️
            June 25, 2017
            Post Summer release, Bionic rules can be scheduled to run with any valid Cron expression and note that the minimum granularity for the recurring executions in 2 hours.
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