Skip to main content
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

    Show previous replies
    cindy
    cindy
    Contributor ⭐️⭐️⭐️
    July 10, 2017
    Hi Gayathri,

    Will this change also be added for custom rules?
    gayathri_n
    gayathri_n
    Helper ⭐️
    July 11, 2017
    No. This enhancement is available only for bionic rules 
    sai_ram
    sai_ram
    Expert ⭐️⭐️
    September 6, 2017
    Hi All, Summer Release is out now and this feature is shipped in Summer Release. 
      kate_green
      kate_green
      Helper ⭐️⭐️
      October 13, 2017
      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.
      Terms & ConditionsAccessibility statement