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Question

Rule Date on the Show Field Section

  • December 27, 2016
  • 5 replies
  • 32 views

aviv_caspi
Hi,

Is there a way to add the Rule Date to the show fields section?

I want to use the rule date and the month of the rule date in the comments of the CTAs that are being created after the rule run.

Right now I don't have access to this info because I can't add it to the show fields.

Thanks a lot,

Aviv.

5 replies

sundar
  • Expert ⭐️
  • December 29, 2016
Yeah definitely. Even without adding them it should be available in the comments section, like it is available in field mapping in action.

aviv_caspi
  • Author
  • Contributor ⭐️⭐️⭐️⭐️
  • December 29, 2016
Thanks Sundar. Is it on your plan?

I want the name of the CTA to include the month of the rule date, is there a workaround for this need now?

Thanks 🙂

sundar
  • Expert ⭐️
  • December 29, 2016
You can create a formula field in Customer Info object which would evaluate to Today(). Use this field temporarily in the rule.

darkknight
Forum|alt.badge.img+5
  • Expert ⭐️
  • December 29, 2016
I was working on this just as Sundar replied.  

I created a formula field on the Customer Info object called Current Month with the following formula:

CASE( 
MONTH(TODAY()), 
1, "January", 
2, "February", 
3, "March", 
4, "April", 
5, "May", 
6, "June", 
7, "July", 
8, "August", 
9, "September", 
10, "October", 
11, "November", 
12, "December", 
null 
)

Now I can pull it into the Name field when I trigger the CTA.




aviv_caspi
  • Author
  • Contributor ⭐️⭐️⭐️⭐️
  • December 29, 2016
@Sundar and Jeff - Thanks a lot. Your help is much appreciated :)

Nice workaround.