TABLE OF CONTENTS


Overview

The Math Operation action in workflows allows users to add or subtract values like days, months, or years from a specific date field. This is useful for calculating future dates (like follow-up dates or subscription end dates) or performing other date-related operations.


Action Name

Math Operation


Action Description

The Math Operation action lets you perform arithmetic operations on date fields within your workflow. You can add or subtract a specific number of days, months, or years from a selected date and store the result in another field. Common uses include calculating follow-up dates, subscription renewals, and age calculations.


Action Details

Current Date


Date of Birth


Field NameTypeMandatory
Action NameTextYes
Select FieldDropdown (Date)Yes
OperatorDropdown (Add/Subtract)Yes
DaysIntegerYes
MonthsIntegerYes
YearsIntegerYes
Update FieldDropdown (Date/Custom Fields)Yes


Example

Scenario 1: Calculate Follow-Up Date

  • Action Name: Follow-Up Date Calculation
  • Select Field: Current Date
  • Operator: Add
  • Days: 7
  • Update Field: Follow-Up Date
  • Description: This action adds 7 days to the current date to set a follow-up date after an event or interaction.


Scenario 2: Calculate Age from Date of Birth

  • Action Name: Age Calculation
  • Select Field: Date of Birth
  • Operator: Subtract
  • Years: Difference between the current year and birth year
  • Update Field: Age
  • Description: Automatically calculates the age of the contact based on their date of birth.


Scenario 3: Extend Subscription Period

  • Action Name: Subscription Extension
  • Select Field: Subscription Start Date
  • Operator: Add
  • Months: 1
  • Update Field: Subscription End Date
  • Description: Adds one month to the subscription start date to calculate and update the subscription end date.