Predefined Calculation: CXM - Case date for a specific case

Summary

This formula will return a particular date from the specified CXM case.

Setup

The formula requires integration with Jadu CXM to be configured. This can be done under Settings > Integrations > Jadu CXM.

Inputs

This formula requires 4 inputs to be passed through to it:

  • the CXM case reference
  • the CXM case date field to return
  • whether to include the time
  • whether to run as the signed in user

    This determines whether the request to CXM is sent using the signed in account, or the CXM API key permissions. The signed in account may have different permissions to the API key, causing the result of the formula to differ.

Caching

When retrieved from CXM, the case is cached by XFP for the remainder of the current page load. This means that any subsequent formulae that need to access the case will not need to retrieve it from CXM.

Return values

Value Description
The specified date from the case If the case exists and can be accessed.
An empty string Otherwise.

Note: return values are case sensitive

Formula Logic

  1. The case with the specified reference is obtained from CXM

  2. If the case is accessible, the result is the specified date from this case. Otherwise the result is an empty string.

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