{"id":20740,"date":"2023-08-24T09:20:41","date_gmt":"2023-08-24T09:20:41","guid":{"rendered":"https:\/\/help.kanidesk.com\/en\/docs\/automations\/configuring-workflow-rules\/automation-enhancement-date-is-today-field\/"},"modified":"2026-03-17T20:53:08","modified_gmt":"2026-03-17T20:53:08","slug":"automation-enhancement-date-is-today-field","status":"publish","type":"docs","link":"https:\/\/help.desk365.io\/en\/articles\/creating-automation-rules-using-date-is-today-field\/","title":{"rendered":"Utilizing automation rules using ‘Date Is Today’ field"},"content":{"rendered":"\t\t
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\n Available with:<\/span>\n \n \n \n <\/circle>\n <\/path>\n <\/svg>\n Standard<\/span>\n <\/span>\n \n |<\/span>\n \n \n \n <\/circle>\n <\/path>\n <\/svg>\n Plus<\/span>\n <\/span>\n \n |<\/span>\n \n \n \n <\/circle>\n <\/path>\n <\/svg>\n Premium<\/span>\n <\/span>\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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One of the most powerful automation features available in Desk365<\/a><\/span> is the ability to set up rules based on the ‘Date Is Today’ field.<\/p>

This feature allows users to create custom ticket fields that involve a date field, and set up rules that trigger specific actions when the date of the ticket created matches the current day.<\/p>

In simple terms, the ‘Date Is Today’ field is a date-based condition that can be used to trigger automation rules when a certain date is reached. This means that you can set up rules to perform certain actions automatically when a specific date arrives.<\/p>

In this help center article, we will explore how you can utilize this feature to improve your helpdesk operations.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Creating a custom field: Joining date<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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You can create custom ticket fields that involve a date field. This can be done by going to Settings > Admin > Ticket Fields tab in Desk365.<\/p>

Here, you can create a new date field and provide a name for the custom field as ‘Joining Date.’<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"date-is-today-custom-ticket-field-desk365\"\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Setting up Automation Rules using 'Date Is Today' field<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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To set up a rule using the ‘Date Is Today’ field, simply go to the automation rules section of your helpdesk.<\/p>

From there, you can choose the ticket field you want to base the rule on and set up the specific actions you want to take when the rule is triggered.<\/p>

For example, users have the option to inform agents or allocate the ticket to a specific group when the condition of \u2018Joining Date\u2019 matching today is met.<\/p>

Next, you can set up automation rules that trigger specific actions when the date of the ticket created matches the current day.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"creating-automation-rule-based-on-joining-date-desk365-helpdesk\"\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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This is particularly useful for support teams that deal with time-sensitive issues or have specific workflows that are tied to certain dates.<\/p>

This feature can be applied across all three scenarios: creation<\/a>, updates<\/a>, and time-based triggers<\/a>.<\/p>

Overall, we believe that the ‘Date Is Today’ enhancement to our automation rules will make it easier for our users to manage their support tickets and improve their workflows.<\/p>

This enhancement in automation rule provides more flexibility and customization options for managing tickets in a streamlined and efficient manner.<\/p>

With the power of real-time actions, businesses can provide proactive and personalized support like never before. Whether it’s sending timely offers, reminders, or important updates, this feature enables a more engaging and efficient customer support experience.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"author":5,"featured_media":0,"parent":18821,"menu_order":12,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-20740","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/20740","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/comments?post=20740"}],"version-history":[{"count":55,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/20740\/revisions"}],"predecessor-version":[{"id":36105,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/20740\/revisions\/36105"}],"up":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/18821"}],"next":[{"title":"Adding 'Tasks to Do' to tickets using automation","link":"https:\/\/help.desk365.io\/en\/articles\/setting-up-the-automation-rule-using-tasks-to-do-action\/","href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/25771"}],"prev":[{"title":"NULL checks in automation rules","link":"https:\/\/help.desk365.io\/en\/articles\/null-checks-in-automation-rules\/","href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/20738"}],"wp:attachment":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/media?parent=20740"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/doc_tag?post=20740"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}