Data Management

Modified on Sun, 20 Oct at 1:07 PM

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 Name	Type	Mandatory
Action Name	Text	Yes
Select Field	Dropdown (Date)	Yes
Operator	Dropdown (Add/Subtract)	Yes
Days	Integer	Yes
Months	Integer	Yes
Years	Integer	Yes
Update Field	Dropdown (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.