Relative time conditions

Several rule conditions allow you to select a date and time. For example, you might want to add a rule with the condition “If the task due date is within the range from April 1 to April 30.” The following conditions allow date/time selection.

•	Banner Updated for answers, contacts, incidents, opportunities, and organizations

•	Acquired and Created for contact rules

•	Created, Updated, Initial Contact, Forecast Close, Date Closed, Lost Date, and Recall for opportunity rules

•	Acquired for organization rules

•	Purchased Products Date Purchased for target rules

•	Completed Date, Created, Updated, Due Date, Planned Completion Date, and Start Date for task rules

The ability to set a condition based on a specific date and time (whether that date/time value is before, after, equal to, or within a range you specify) is a useful tool. However, there may be times when you want to set a relative date/time value. Relative time calculates the number of minutes or hours from the current time or from a specific event, such as time created or time updated.

The following procedure shows you how to set a relative time condition using a task’s due date, but the procedure is the same for setting other relative time conditions.

To select the relative time condition using a task’s due date:

1	In the task rule base, right-click the rule you want to add the relative time condition to and select Edit.

2	Click the Add Condition Based On button and select Tasks>Due Date. In this example, assume you want to send a reminder email to staff members who have tasks due within the next 8 hours.

3	Select the Relative check box to set the condition based on a time relative to the task’s due date.

4	Click the Relative Time drop-down menu. The Relative Time window opens.

5	Complete the fields on the Relative Time window.

a	Click the Direction drop-down menu and select + (Future).

b	Type 8 in the Offset field.

c	Click the Unit drop-down menu and select Hours.

d	Click the Save button to save your settings and close the Relative Time window.

“Now” is the default value in the Event field and, since you want the condition to be based on 8 hours from now, you do not have to change this field. For dif­ferent conditions, you can select different events, such as time created or updated.

6	Click the Select Operator drop-down menu and select Less Than.

7	Click the Save button to save the new relative time condition for the rule.

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