Date Tokens

Rule conditions on Date and Datetime fields accept relative dates as well as fixed calendar dates. A relative date is re-evaluated every time the rule runs, so a condition like “closes this quarter” keeps meaning the current quarter instead of the quarter you happened to build the rule in.

These are the same idea as the relative dates in a Salesforce report filter (LAST WEEK, NEXT 30 DAYS), written in Novigem’s own token syntax.

Entering a relative date

In the Rule Builder, a condition on a Date or Datetime field shows a calendar date picker by default. Select Use relative date above the row to switch that value to a text field and type a token instead. Use calendar date switches back.

Tokens are validated as you leave the field, so a typo is caught while you are building the rule rather than silently never matching.

If you author conditions directly in the JSON editor, a token is just the condition’s value:

{
  "conditions": [
    {
      "field": "CloseDate",
      "operator": "greaterThan",
      "value": "TODAY"
    }
  ]
}

Token reference

Day, week, and month offsets

Replace n with a whole number of days, weeks, or months. n must be zero or positive here: to go the other direction, use the matching _AGO or _FROM_NOW token.

Example · Opportunities created in the last 30 days:

{
  "field": "CreatedDate",
  "operator": "greaterOrEqual",
  "value": "N_DAYS_AGO:30"
}

Period boundaries

These resolve to the first or last day of a period. On their own they mean the current period. Add a signed offset to shift whole periods: :-1 is the previous period, :1 the next, :-3 three periods back.

Date ranges

Novigem has no single “this month” token. A range is expressed as two conditions on the same field, which keeps the meaning of every operator unambiguous. Combined with signed offsets, this covers the relative dates you would reach for in a report filter:

Example · Deals closing this quarter:

{
  "conditions": [
    {
      "field": "CloseDate",
      "operator": "greaterOrEqual",
      "value": "START_OF_QUARTER"
    },
    {
      "field": "CloseDate",
      "operator": "lessOrEqual",
      "value": "END_OF_QUARTER"
    }
  ]
}

Things to know

Comparisons happen on the date, not the time. On a Datetime field the time part of the record’s value is dropped before comparing. CloseDate greaterThan TODAY therefore does not match anything dated today itself, only tomorrow onward. If you mean “today or later”, use greaterOrEqual.

“Today” is the acting user’s today. Dates resolve in the time zone of the user whose save triggered the rule, exactly like a SOQL TODAY filter. A record saved at 23:30 in Tokyo and one saved at 09:00 in Los Angeles can land on different calendar dates. If your team spans time zones, prefer a wider window (N_DAYS_AGO:1) over an exact edge-of-day comparison.

Tokens are case-insensitive, though the Rule Builder writes them in upper case. today and TODAY behave identically.

Fixed dates must be ISO format, YYYY-MM-DD. Locale formats like 28-05-2026 or 05/28/2026 are rejected because they are ambiguous. The calendar picker handles this for you; only JSON authors need to care.

Unrecognized tokens never match. A misspelled token, an offset outside the supported range, or a token used on a field that is not a Date or Datetime causes the condition to evaluate as false. The rule does not error, and no points are awarded, so an invalid token shows up as a rule that quietly stops firing.

Offset limits

Offsets are capped at roughly 100 years. Anything larger fails closed.

Common patterns

Reward advancing deals that close this quarter

• Object: Opportunity, Trigger Type: Update
• Conditions: StageName isChanged = true AND CloseDate greaterOrEqual START_OF_QUARTER AND CloseDate lessOrEqual END_OF_QUARTER

Keep close dates in the future

• Object: Opportunity, Trigger Type: Update
• Conditions: CloseDate isChanged = true AND CloseDate greaterThan TODAY
• Rewards reps for pushing a stale close date forward rather than leaving it in the past.

Reward fast follow-up on new leads

• Object: Lead, Trigger Type: Update
• Conditions: Status isChanged = true AND CreatedDate greaterOrEqual N_DAYS_AGO:2

Reward next-period pipeline building

• Object: Opportunity, Trigger Type: Update
• Conditions: CloseDate greaterOrEqual START_OF_MONTH:1 AND CloseDate lessOrEqual END_OF_MONTH:1

Related

• Rules field reference: all operators, condition groups, and actor modes
• Core Concepts: Rules: how rules award points
• General Settings: the Week Start Day setting
• Ledger: confirm what a rule actually awarded