Contents:

• Overview
• Operators
• Checking if a Date/Time Field Falls Within the Past X Days (Including Today)
• Checking if a Date/Time Field Falls Within the Next X Days (Including Today)
• Checking if a Date/Time Field Is X or More Days Before Today
• Checking if a Date/Time Field Is X or More Days After Today

 

Overview

This guide shows you how to set up a Relative Date in your routing graph using the Formula Builder.

The Relative Date function in Formula Builder lets you insert today's date, or a date a specific number of days before or after today (up to 365 days). Use it in Decision Nodes to compare a record's date/time field against a moving reference point. This is helpful for routing logic that depends on whether a date is recent, upcoming, overdue, or far in the future.

The Relative Date function uses the syntax [!Datetime.daysAfter([![[Datetime.today](Datetime.today)]([Datetime.today](Datetime.today))()],{!numberofdays}]).

• A positive number returns a date that many days after today.
• A negative number returns a date that many days before today.

For a full overview of Formula Builder and the other available functions, see the Formula Builder Article.

 

Operators

When comparing dates or date/times, you can use the following operators:

Operator	Description
On / At	On a specific date / at a specific time
Not on / Not	The date or date/time is not the same as the field value
After	After the date or date/time
On or after / At or after	On or after the date or date/time
Before	Before the date or date/time
On or before / At or before	On or before a date / at or before a date/time
Is Null	The date or date/time field is blank
Not Null	The date or date/time field is not blank

 

Common Date/Time Comparisons

Checking if a Date/Time Field Falls Within the Past X Days (Including Today)

Replace X with the number of days needed for your use case.

1. In your Decision Node condition, select the date/time field you wish to use
2. Set the operator to at or after.
3. Click Insert > Formula Builder.

4. In the Formula Builder modal, select Relative Date from the function list.
5. Choose the option for [X] day(s) before/after today (Now), enter the number of days, and select Before.
6. Click Add Function, then Insert Formula to add the formula to the condition.

7. Add a second condition. Set the rule logic to require both conditions (1 AND 2).
8. Select the same date/time field, set the operator to On or before, then open Insert > Formula Builder again.

9. In the Formula Builder modal choose the Relative Date option for Today. Click Add Function, then Insert Formula.

Example: checking if the value is within the last 3 days

1. (Date on or after [!Datetime.daysAfter([![Datetime.today]([Datetime.today](Datetime.today))()],-3)])
2. (Date on or before Today)
Rule Logic 1 AND 2

 

Checking if a Date/Time Field Falls Within the Next X Days (Including Today)

Replace X with the number of days needed for your use case.

1. In your Decision Node, select the date/time field and set the operator to On or before.
2. Click Insert > Formula Builder.

3. In the Formula Builder modal, select Relative Date from the function list.
4. Choose the option for [X] day(s) before/after today (Now), enter the number of days, and select After.
5. Click Add Function, then Insert Formula to add the formula to the condition.

6. Add a second condition. Set the rule logic to require both conditions (1 AND 2).
7. Select the same date/time field, set the operator to On or after, then open Insert > Formula Builder again.

8. In the Formula Builder modal, choose the Relative Date option for Today. Click Add Function, then Insert Formula.

Example: checking if the value is within the next 3 days

1. (Date on or before [!Datetime.daysAfter([![Datetime.today]([Datetime.today](Datetime.today))()],3)])
2. (Date on or after Today)
Rule Logic 1 AND 2

 

Checking if a Date/Time Field Is X or More Days Before Today

Replace X with the number of days needed for your use case.

1. In your Decision Node, select the date/time field and set the operator to On or before.
2. Click Insert > Formula Builder.

3. In the Formula Builder modal, select Relative Date from the function list.
4. Choose the option for [X] day(s) before/after today (Now), enter the number of days, and select Before.
5. Click Add Function, then Insert Formula to add the formula to the condition.

Example: checking if the value is 3 or more days before today

1. (Date on or before [!Datetime.daysAfter([![Datetime.today]([Datetime.today](Datetime.today))()],-3)])

 

Checking if a Date/Time Field Is X or More Days After Today

Replace X with the number of days needed for your use case.

1. In your Decision Node, select the date/time field and set the operator to On or after.
2. Click Insert > Formula Builder.

3. In the Formula Builder modal, select Relative Date from the function list.
4. Choose the option for [X] day(s) before/after today (Now), enter the number of days, and select After.
5. Click Add Function, then Insert Formula to add the formula to the condition.

Example: checking if the value is 3 or more days after today

1. (Date on or after [!Datetime.daysAfter([![Datetime.today]([Datetime.today](Datetime.today))()],3)])

 

For questions or additional assistance, please contact LeanData Support.