Enter Run Date Values for Routine Rules

When setting rules for date-based related attribute such as Last Update Date, Creation Date, Close Date and so on, selecting the equals ( = ) operator lets you choose from the Run Date and Select Date options.

Routines also let you specify date variables to calculate the date based on the routine run date, plus or minus a specific number of days in integer format. For example, for the Update Field and Create Task actions you can create a task or update a field with a due date of the routine run date plus 7 days. This means that if all routines rules are met, the routine will continue to process and update records 7 days past the specified due date.

Here's how to enter run date values for date-related attributes when creating rules.

1. From the Routines dashboard, click Create Routine.
2. Enter the name and a brief description of what the routine is used for and select the object you want for your routine.
3. From the Actions section, click Add Action and select the Action Type you want.
4. From the Rules section, set up the rules and conditions that you want to meet in order to trigger the routine.
   Note: Also, when you select Run Date, you can select a plus or minus operator to either add or subtract a number of days value to the set run date. For example, you can select the plus operator to enter a numeral in the Value field.
5. Schedule, review and click Submit when done.