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bradley
Expert ⭐️
June 8, 2026
New Idea

More Robust Date Options for Filters

Related products:Staircase AI
  • June 8, 2026
  • 2 replies
  • 34 views

Date filters seem to be lacking in a bit of flexibility (at least in topic rule filtering) in terms of the Values. The operators seem to have a lot of options, but most of them seem relative to a specific date you set on the calendar. This can be useful but:

  1. I’d like to see the option to select relative ranges (like when you’re selecting “Is in range”) for operators like “is greater than”
  2. I’d like to see more “value” options in the ‘predefined’ section in general, as it’s hard tune things how you want.

For example - I want to set something that looks at signals for accounts when their renewal date is 150, 180, or 270 days out (based on tier). It seems you could maybe get there with a “this and next” quarter using two filter rows, but that’s not always going to mean the same thing.

 

The additional flexibility would really help us tune the config to our org.

    2 replies

    dcassidy
    Helper ⭐️⭐️
    June 8, 2026

    Agreed. The date filter flexibility gap is real and limits how precisely you can tune to actual business logic.

    The "this and next quarter" approximation doesn't work cleanly — quarter boundaries drift relative to any given renewal date, so the window is inconsistent depending on when in the quarter the account falls.

    What would solve this:

    • Relative offset values on applicable operators (e.g., "is greater than" → "today + N days")
    • Custom day-count inputs in the predefined section, not just named calendar periods
    • Range expressions with both bounds as relative offsets (e.g., between today+120 and today+180)

    Any org doing tiered renewal management hits this. 

    bradley
    bradleyAuthor
    Expert ⭐️
    August 12, 2026

    @bradybluhm Here’s a couple of examples of what I mean:

    Run date in this context is essentially “today” - but with rules you can run them on past dates as well.

     

    Other Options:

    Operators:

     

    There’s more options in CS, but hopefully this helps explain what I mean.