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allie_gold
allie_gold
Helper ⭐️
May 24, 2016 5:26 PM UTC

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

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 5:41 PM UTC
    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.

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    Jeff Kirkpatrick
      allie_gold
      allie_goldAuthor
      Helper ⭐️
      May 24, 2016 6:35 PM UTC
      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.
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        dave_wu_74b11e
        Gainsight Employee ⭐️
        dave_wu_74b11e
        Gainsight Employee ⭐️
        Jun 22, 2016 11:12 PM UTC
        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.
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        smorrisgainsightcom
        smorrisgainsightcom
        Helper ⭐️⭐️⭐️
        Jun 23, 2016 2:16 AM UTC
        Have we considered allowing Admins to input a Cron string to schedule rules?  The flexibility would be great.
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        sundar
        sundar
        Expert ⭐️
        Jun 23, 2016 3:37 AM UTC
        Definitely this is on the radar, will keep you posted on the updates
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        whitney_fershee
        whitney_fershee
        Contributor ⭐️
        Aug 9, 2016 10:01 PM UTC
        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.  
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          jessica_weiss
          jessica_weiss
          Contributor ⭐️⭐️⭐️
          Jan 17, 2017 6:07 PM UTC
          being able to run a rule quarterly would help us a lot.  
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          spencer_engel
          spencer_engel
          Expert ⭐️
          Jun 15, 2017 11:13 PM UTC
          Any update on this? I have a few customers who are interested in this functionality.
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          andrea_weisz_171687
          andrea_weisz_171687
          Contributor ⭐️⭐️⭐️
          Jun 23, 2017 3:49 PM UTC
          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). 
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            gayathri_n
            gayathri_n
            Helper ⭐️
            Jun 25, 2017 4:22 AM UTC
            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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