New Idea
Add Fiscal Year in Rules Engine
Euromonitor needs the ability to use greater or equal to Start of Current Fiscal Year as a filter in Rules Engine. Currently we have this set as a custom date equal to the start of their fiscal year. However this will require their Gainsight Admin to update the rule on this date each year. If we could add an option for First Day of Current FY that would make this easier.
Where is information about Fiscal year stored? If this is stored in ApplicationSettings, then its a low hanging item.
It is the fiscal year that is set in Setup > Administer > Company Profile > Fiscal Year. Thanks!
1 person likes this
Swat, I think the details under Company Profile is not accessible via any API, I suppose. We are using Calendar year in report builder too.
Jessica, You can create a Formula field that will create the date with help of Now function to pull the year alone and achieve this.
Jessica, You can create a Formula field that will create the date with help of Now function to pull the year alone and achieve this.
1 person likes this
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.