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How to calculate anniversary dates(half-yearly)

  • June 17, 2020
  • 5 replies
  • 595 views

Hello, in this post I am explaining how to calculate the anniversary dates based on existing date field in an object using Rules Engine.Here is the link to the document

 Below are the few use cases where this might be helpful.

  1. To follow-up on account’s renewal.

  2. To send NPS surveys every 6 months to customers.

  3. To create CTA for EBR set-up every 6 months

  4. To send customers a survey after 6 months of onboarding to know customer feedback.

 

5 replies

sai_ram
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  • Expert ⭐️⭐️
  • June 22, 2020

@Jyothsna Thanks for sharing it here! Bumping this to the top for more visibility! 


phani_kumar
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  • Gainsight Employee ⭐️⭐️
  • July 8, 2020

Awesome @Jyothsna :thumbsup: .


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  • Helper ⭐️
  • November 21, 2022

The shown example doesn’t take into account the leap year (when February’s length varies)

Also, the year used in the example is a leap year (2020) and February had 29 days, giving the number of days for February to be 182 (not 181) in the shown calculation.


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  • Helper ⭐️
  • November 21, 2022

This also needs the First day of the year to be calculated after the contract’s current year.

In other words, we’d need a dynamic field instead of the static “01/01/2020”


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  • Helper ⭐️
  • November 22, 2022

For May it’s 184, not 185

 

may 31 + june 30 + july 31 + aug 31 + sept 30 + oct 31 = 184