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MelissaC
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January 27, 2023
Question

Rules Trigger - Account Health Dashboard

  • January 27, 2023
  • 2 replies
  • 60 views

We added Market Events to our Account Health Dashboard, but we only want those accounts to stay on the dashboard for 6 months.

 

How would I create a rule to trigger that?

2 replies

matthew_lind
matthew_lind
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January 30, 2023

@MelissaC This depends quite a bit on how you constructed the dataset.

If I recall correctly, you added the Market Event Impact to Account field into the Timeline object. What if you simply added a filter to your Report that the Created Date of any Timeline entry in scope must be greater than or equal Last 180 Days?

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MelissaCAuthor
Contributor ⭐️⭐️⭐️⭐️⭐️
January 30, 2023

That actually might do the trick!!  Thank you @matthew_lind 

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