Router - Relative Date and Merge Field Comparison

Relative Date and Merge Field Comparison gives you the tools to compare 2 fields (of compatible field types) to each other and route the records based on the results of the comparison. Merge fields and comparisons are available in Decision Nodes and Match nodes in LeanData Router. The comparison is used for comparing Dates and Numeric based fields.

Note: DateTime field comparisons can only currently support comparisons of the Date and not smaller increments of time.

To set up up a comparison, select the desired Match or Decision node. Select Logic rule for the type of condition.

Pick the matched field to use for the comparison and then use the Insert button to add a Merge Field or Relative Date. From the Merge Field menu pick the field or the relative date you want to compare.

Make sure to set the operator for a comparison after or before. In the following screenshot we are comparing the Created Date on the Lead with the relative date of Today in a True/False Decision node using the Before operator.

If the Created Date is Less than Today, the Lead will be routed down the true edge of the node. If the date is equal to today the Lead will route down the false edge of the node. This can be useful for routing Leads based on the date the Lead was created.

 

When used for comparing dates the operators are:

• At - On a specific day
• Not - The Date is not the same as the field value
• After - After the Date
• At or after - On or after the date
• Before - Before the date
• At or Before - On or before the date
• Is Null - The Date is blank
• Not Null - The Date is not blank

Questions? Contact LeanData Support