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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.

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    cindy
    cindy
    Contributor ⭐️⭐️⭐️
    Jul 10, 2017 4:45 PM UTC
    Hi Gayathri,

    Will this change also be added for custom rules?
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    gayathri_n
    gayathri_n
    Helper ⭐️
    Jul 11, 2017 5:31 AM UTC
    No. This enhancement is available only for bionic rules 
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    sai_ram
    sai_ram
    Expert ⭐️⭐️
    Sep 6, 2017 1:35 PM UTC
    Hi All, Summer Release is out now and this feature is shipped in Summer Release. 
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      kate_green
      kate_green
      Helper ⭐️⭐️
      Oct 13, 2017 9:46 PM UTC
      Hi Jeff, thanks for this workaround.  This works but only if the CTA fires for all accounts each quarter.  My CTA looks at Q/Q utilization and so each account doesn't necessarily get a CTA fired for it and so it might get one the next month in this scenario. I'm still pulling for Quarterly scheduling of rules.
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