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jeffrey_boyer
Gainsight Employee ⭐️
jeffrey_boyer
Gainsight Employee ⭐️
March 28, 2019
New Idea

Add First Day Current Year and Last Day Current Year as Filter Options in Rules

  • March 28, 2019
  • 5 replies
  • 116 views
We have Weekly and Monthly filtering ability, it would be beneficial to be able to filter to first and last day of a year. The use case would be doing something like summing the EBRs completed over the course of a year. Currently the filter is hard coded to be >= 1/1/2019. When the year turns over to 2020, this will have to be manaully updated.

      5 replies

      kendra_mcclanahan
      kendra_mcclanahan
      Gainsight Employee ⭐️⭐️
      March 28, 2019
      It'd be great if we can also filter that by first/last day of Fiscal Year, not just Calendar Year. Ex. 2/1/2019 - 1/31/2020.

        ryanm
        Contributor ⭐️⭐️⭐️
        June 21, 2019
        Agree, this seems like a no brainer. Can't filter anything for YTD results because of this.

          Jyothsna
          Contributor ⭐️⭐️
          October 19, 2020

          I have a use case where customer wants to send a survey every quarter but do not want to send the survey again if he has already responded in the same year. Having filter like first day of current year and last of current year would be very helpful. Is there any plan in roadmap for adding this?

          ana_g
          Helper ⭐️
          October 20, 2020

          +1

          Anastassia Goidina
          Tomas Trijonis
          Tomas Trijonis
          Contributor ⭐️⭐️⭐️⭐️⭐️
          January 5, 2023

          Hello, is there any update on this feature? New year has rolled by and we have to manually update the date in multiple rules yet again, sadly. Or has anyone found a good workaround, at least?

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