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.
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Yeah definitely. Even without adding them it should be available in the comments section, like it is available in field mapping in action.
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 🙂
I want the name of the CTA to include the month of the rule date, is there a workaround for this need now?
Thanks 🙂
You can create a formula field in Customer Info object which would evaluate to Today(). Use this field temporarily in the rule.
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.
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.
@Sundar and Jeff - Thanks a lot. Your help is much appreciated :)
Nice workaround.
Nice workaround.
Reply
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