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isaac_lin
isaac_lin
Contributor ⭐️
November 5, 2018
Closed (Duplicate)

CTA Due Dates in Rules Engine - Can we map it to a variable?

Related products:CS Cockpit & Playbooks
  • November 5, 2018
  • 10 replies
  • 180 views
Hello,

Today in the "Call To Action" action within Rules Engine, it looks like the Due Dates can only be set relative to "Run Date + n Days".

Are there plans in the future to allow CTA Due Dates to be mapped to a variable rather than the Run Date?

Best,

Isaac

      10 replies

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      November 14, 2018
      Hi Isaac,

      Thanks for posting.

      I like the idea, could you please let us know the exact use-case, so that we would check for any workaround.

      Thanks

      Sairam.P

      hillaryharnett
      Contributor ⭐️
      April 18, 2019
      Hi !

      I have a use case for this as well. Was a work around determined? I would like to populate due dates for success plans based on the renewal date of the customer.

      Thank you.

      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      April 22, 2019
      Hi Hillary,

      Can you share the use case you have? As of now the only option available in rule run date + X days. If you can share some details about your use case, wil check if there is any way to achieve it

      hillaryharnett
      Contributor ⭐️
      April 23, 2019
      Hi @aditya_marla. My use case is that I need to populate multiple success plans for renewals that are upcoming this year and I need the due dates to correspond with the renewal date - not the run date.

      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      May 6, 2019
      Hi Hillary,

      Thanks for sharing more deatails. Do you want to create the SP's for all renewals in the year at once? Or is there any time frame...eg create a SP X months before renewal.

      Would this work for you: Write a rule that runs daily to pull in all customers which have renwal date = next 30 days...for them create a SP with due date = Rule run date + 30 days.

      Since the rule runs daily, it will keep creating SPs for upcoming renewals (it is not super efficient, but it should get the job done)

      sarah.kiani
      sarah.kiani
      Contributor ⭐️⭐️⭐️
      June 19, 2021

      I think this should be converted to an idea post. I’m running into the same need of having renewal date of an account be the dynamic due date of a CTA.

        sriram pasupathi
        sriram pasupathi
        Helper ⭐️⭐️
        June 29, 2021

        Thank you @sarah.kiani. It’s a valid use case. We will evaluate if we can enhance CTA 2.0 action to accomodate this.

          johntrask_bt
          johntrask_bt
          Helper ⭐️
          February 9, 2023

          @sriram pasupathi - Any update on this one? We would love to see this as well.

          JohnTrask
          mrazvi
          mrazvi
          Contributor ⭐️⭐️
          February 9, 2023

          I would love to see this implemented in Gainsight as we, Bugcrowd have a use case where we need to setup specific dates as the Due dates instead of Run date + n Days

          anirbandutta
          anirbandutta
          Expert ⭐️
          December 6, 2023
          Updated idea statusAcknowledged→CLOSED (DUPLICATE)
          Idea merged into:

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