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Add 90 Days to Contract Start Date

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jeremy_johnston
jean.nairon
hardik_mota
godwin_saldanha
  • jeremy_johnston
    jeremy_johnston
  • jean.nairon
    jean.nairon
  • hardik_mota
    hardik_mota
  • godwin_saldanha
    godwin_saldanha

seth
  • Gainsight Employee ⭐️⭐️⭐️
  • 550 replies
Has anyone had success using Gainsight to add or subtract days from a date field?

I'm trying to figure out the number of users for a customer in the first 90 days of their contract. (I need to run a comparison against the number of users in the trailing 90 days from today.)

I can grab the contract start date from Opportunity, and I can join it to the Google Analytics MDA data in a Bionic Rule. Then I could limit the Google Analytics data to "Google Analytics Date >= Contract Start AND Google Analytics Date < 90 Days After Contract Start"/

However, I can't figure out a way to add 90 days to the contract start date.
  • Bionic Rule > Transformation Task > +Formula Field: Formula fields don't act on Date fields, so I can't just simply add 90 Days to the Date
  • Rule "Filters": I can say "This field is less/greater than another field", and I can "Add/Subtract N Days from Rule Date", but I can't "Add/Subtract N Days from Date Field"
  • MDA Google Analytics Data: I could add a formula field for "This Pageview's Date plus 90 days", except that MDA object isn't editable
The only thing I can think of is adding a Salesforce Formula Field to the Opportunity, to add 90 Days to the Contract Start Date. However our Salesforce instance is busy with extra fields, so I'd rather not add yet another one unless absolutely necessary.

If you've had any luck manipulating Dates in some other way, I'd love to hear! Thanks for lending your brainpower 🙂

14 replies

seth
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  • Author
  • Gainsight Employee ⭐️⭐️⭐️
  • 550 replies
  • June 15, 2017
Oh man, I so want to get this to work -- it's too pretty to give up on!


karl_rumelhart
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  • Helper ⭐️⭐️⭐️
  • 460 replies
  • June 16, 2017
We obviously need to get formulas on date fields working.  This rule really is insanely cool!  Here is a wicked hack to try: build a table with two columns: first with a list of date vales and a second with those dates plus 90 days. (Could in Excel and then import as CSV or something.)  Then join on the date filed with this table and get a new column with what you want.  

seth
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  • Author
  • Gainsight Employee ⭐️⭐️⭐️
  • 550 replies
  • June 16, 2017
OH HO! Karl, master hacker extraordinaire! Can't wait to get that set up -- gonna need to print this Rule out and get it framed.

karl_rumelhart
Forum|alt.badge.img+4
  • Helper ⭐️⭐️⭐️
  • 460 replies
  • June 16, 2017
Let me know if it works!  

mindy
Forum|alt.badge.img+1
  • Helper ⭐️
  • 52 replies
  • January 23, 2019
Hey @Seth - have you figured out a better way to do this since you posted? I'm running into the exact same thing and would love to hear that you have a solution


seth
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  • Author
  • Gainsight Employee ⭐️⭐️⭐️
  • 550 replies
  • January 23, 2019
Hi Mindy! Yes indeed. The feature that's come out since this post, which would have helped me, is the Date Diff function: https://support.gainsight.com/View_More_Categories/GainsightNXT/03Rules_Engine/02Admin_Guides/05Formula_Fields_in_Rules_Engine#Usage_of_Date_Formulas

Does that work for the use case you have in mind?


mindy
Forum|alt.badge.img+1
  • Helper ⭐️
  • 52 replies
  • January 23, 2019
Hmm, unfortunately not going to work for my use case. I'm trying to send an auto-renewal notice email and wanted to include the new subscription time frame ("renewal date" - "renewal date + 1 year"). I felt confident that I could add 365 to the renewal date in the bionic rules but when I dug in couldn't actually find a way to do it. Oh well - not the end of the world, but would have been nice. Thanks for the quick response!


seth
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  • Author
  • Gainsight Employee ⭐️⭐️⭐️
  • 550 replies
  • January 24, 2019
Oof, sorry to hear it! Karl's workaround seems like the best option, then. In the face of a subscription timeframe, though, I've seen that stamped into a custom date field in Salesforce anyways, so that the next renewal date is always extremely accessible, and can be edited for special cases like extensions.


joseph_siudzinski
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We still really need the ability to add/subtract a number from a date field to return a date. The new bionic formulas are great, but this is a simple and common use case that is missing.


jitin_mehndiratta
Hi All,

We now can subtract/Add no. of days/weeks to a particular date.

Add/ Subtract Date formula is now available in Transformation task of Rules engine.

Regards,

Jitin


Forum|alt.badge.img
  • Contributor ⭐️⭐️
  • 4 replies
  • July 30, 2019
Hi All,

Sorry to bump this thread. I am trying to add a number to a particular date field.

I know we now have the Add/Subtract Date Formula, however this only allows us to assign an actual number to the addition/subtraction. But what if my number was not fixed but was rather stored in a numeric field (Assigned Time in Hours, in my example)?

For example:

Created Date + Assigned Time in Hours = Assigned Date

(07/28/19) + 48h = (07/30/19)

Is this possible?

Thanks,

Ricardo


kate_green
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  • Helper ⭐️⭐️
  • 262 replies
  • July 30, 2019
Agree!


  • Contributor ⭐️⭐️⭐️
  • 24 replies
  • August 8, 2019
Hi Ricardo,

From what I tested, there's currently no way of having the add/subtract value dynamic.

Maybe that will be the case in a future version.

Thanks,

Lucian


phani_kumar
Forum|alt.badge.img+3
  • Gainsight Employee ⭐️⭐️
  • 332 replies
  • April 21, 2020
ricardosantos wrote:

Hi All,

Sorry to bump this thread. I am trying to add a number to a particular date field.

I know we now have the Add/Subtract Date Formula, however this only allows us to assign an actual number to the addition/subtraction. But what if my number was not fixed but was rather stored in a numeric field (Assigned Time in Hours, in my example)?

For example:

Created Date + Assigned Time in Hours = Assigned Date

(07/28/19) + 48h = (07/30/19)

Is this possible?

Thanks,

Ricardo
 

+1. Recently I also faced this same use case.

Providing an option to add the Numeric field to the Date field was really a good idea.


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