Date calculation rule

Date calculation rules are utilized across the system to determine the timing of events, such as sending reminders, creating tasks, or processing payments.

Navigate to the page at "Pool setup / Date calculation rules" to configure the rules.

Editing a date calculation rule looks as follows.

A date calculation rule has the following fields:

Field name	Mandatory	Description
Name	Yes	The name of the rule.
Entity	Yes	The data entity against which the rule was evaluated.
Rule type	Yes	"Entity relative" is easy to use and suitable for most cases when you need to calculate a date related to a date in the system, such as 7 days after the application is approved. A "Custom rule" is for more advanced needs when you need to script the rules using the defined syntax. Learn more about rules here.
Entity date attribute	Yes, applied for "Entity relative" rules	To specify the date your calculation relies on, such as the application submitted date.
Calculation logic	Yes, applied for "Entity relative" rules	To determine whether the calculated date is "before" or "after" the date specified in the "Entity date attribute".
Calculation value	Yes, applied for "Entity relative" rules	To specify the number of days "before" or "after" the date specified in the "Entity date attribute".
Calculation rule	Yes, applied for "Custom rule" rules	To specify the rule for the calculation. Learn more about rules here.
Description	No	To explain more about the rule.
Is active	No	To determine if the rule is enabled or not.