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This article will detail the use and configuration of dynamic dates/times.

  1. Types of Dynamic Text
  2. Preparing the Script to Use Dynamic Dates
  3. How to Configure Dynamic Dates



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1. Types of Dynamic Text

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Dynamic dates are added in the field prompt using the Text Editor. They can be configured at any point during the script creation process, as long as any other other field that the conditions rely on has also been added. For example: A script directive may call for something like:

SHIPPING/ARRIVAL: Your items will ship out on [ship day] and are expected to arrive between [min arrival] and [max arrival].

[All orders: ship next business day/ arrive in 3-5 business days]

The above example shows how dynamic dates can be used. They provide for a more seamless script read, unburdening the agent who no longer has to rely on counting days on a calendar.
The dynamic fields would be added to the script as follows:
*This is not a complete script build, and assumes that all other relevant fields have been added. 

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  • Click the Shipping/Arrival paragraph in the preview pane to access its settings
    • In the Text Editor, click and drag to highlight the {ship day} placeholder text, including the brackets


    • Click the dynamic text button above the text area


    • Click Create dynamic text


  • In the Dynamic text pop-up:

    • Label: ship day
    • Type: Date/Time


    • Format: Day of Week* (Sunday- Saturday)

      *Other options include:
      -Date (month, day)
      -Month
      -Year

    • Offset: 1
    • Include business days?: check to enable

      *
      The directive stated that all orders will ship on the next business day, so this configuration will calculate the current day of the week, then offset it by one day, skipping Saturday/Sunday (if applicable).

      Do you want CX Create to take holidays or other days into account when calculating business days? You can do this by creating a schedule on the CommFlow. For details on how this is done, click here.

    • Click Update to save and close the pop-up

      The dynamic placeholder text is now displayed in blue, which lets you know it has been configured.
      *Dynamic fields, when configured, display in green and conditional text in orange.

  • Click and drag to highlight the {min arrival} placeholder text
  • Click the dynamic text button and then click Create dynamic text
    • Label: min arrival
    • Type: Date/Time
    • Format: Date
    • Offset: 3
    • Enable the option to Include business days
  • Click Update to save and close the pop-up

  • Click and drag to highlight the {max arrival} placeholder text
  • Click the dynamic text button and then click Create dynamic text
    • Label: max arrival
    • Type: Date/Time
    • Format: Date
    • Offset: 5
    • Enable the option to Include business days
  • Click Update to save and close the pop-up


    The preview pane will show the dynamic placeholders as they are configured:

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