Allow CTA Due Date to be based on date fields in Rules Engine

+1 for actual date based on a field - use case: have an objective task be dated based on renewal date, not objective create date.

@mstollenwerk this would be super helpful for our Red Deal CTA use case. The due date field in Create CTA should be more flexible. @sdrostgainsightcom 

@pveeravelli 

This is a popular request, but spread over a number of posts here.

@anirbandutta -- can we merge the following into this request (after the blackout next week):

• Allow CTA and Success Plan Due Dates based on Account Date fields Closed (Duplicate)
• 11 Votes

• CTA Due Dates in Rules Engine - Can we map it to a variable? Closed (Duplicate)
• 8 Votes

sdrostgainsightcom wrote:

This is a popular request, but spread over a number of posts here.

@anirbandutta -- can we merge the following into this request (after the blackout next week):

S

• Customised Due date in CTA creation Closed (Duplicate)
• 3 Votes

• Allow CTA and Success Plan Due Dates based on Account Date fields Closed (Duplicate)
• 11 Votes

• CTA Due Dates in Rules Engine - Can we map it to a variable? Closed (Duplicate)
• 8 Votes

 

Done - will be migrated in it’s consolidated form

Any updates on this or potential solutions? I have this exact use case as well.

I need to run a one time bulk CTA creation from the Rules Engine but I would need the CTA Due Date = Renewal Date (+ or - x months) based on the Renewal Date field found on the Company object.

Currently my only options are Run Date ± or - and that’s not cutting it. 

+1 vote from me. I’d like to be able to define a set date for the CTA due date (e.g. last day of the Quarter). For our use case Frequency area is not the best fit cause we want to trigger all CTAs for the year in one go and use it for planning/reporting.