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
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.
