Workflow Action - Math Operation

TABLE OF CONTENTS

• Overview
• Action Name
• Action Description
• Action Details
• Example

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

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.