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Question

Overdue CTA vs. Closed Overdue CTA

spencer_engel
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When recently helping a customer put together a report on overdue CTAs, we discovered that the "Overdue" field on the Call to Action object includes CTAs that are due today, whereas the "Closed Overdue" field only includes CTAs that have been closed after their due date. 

So, for example, if I were to close a CTA that is due today, 4/25/17, and report on it, that CTA would show up as "Overdue" but not as "Closed Overdue."

This got a little confusing because my customer was trying to track both closed overdue CTAs and currently overdue open CTAs in the same report (we ended up splitting this into two reports). 

Can anyone help explain the distinction here? Thanks!

3 replies

sai_ram
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  • sai_ram
  • Expert ⭐️⭐️
  • 3727 replies
  • April 26, 2017
Hi,

Below is the distinction between both fields .
Closed Overdue : IF( JBCXM__ClosedDate__c > JBCXM__DueDate__c , TRUE,FALSE)
Overdue : IF( JBCXM__DueDate__c < TODAY() , TRUE, FALSE)

Thanks,
-SaiRam
vadim_matusovskiy
Hi Sai,

In this case, how would the report Spencer outlined to be done? The Overdue : IF( JBCXM__DueDate__c < TODAY() , TRUE, FALSE) rule should exclude today, right?

Thak you
nitisha_rathi
  • nitisha_rathi
  • Expert ⭐️
  • 1134 replies
  • April 28, 2017
Hi,

If CTA with due today is closed, that CTA should not show up as "Overdue" or "Closed Overdue". It is working fine in my org, if you face this issue again please send us the screenshot and we will try to debug it.

Thanks,
Nitisha

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