Overview

The Date-based Triggers feature allows an Administrator to set up Triggers based on a date Field or a Formula that produces a date variable. 

Date-based Triggers run on the Field or Formula date associated with the Trigger, help decrease the number of Triggers that run nightly and improve system performance.

User Account Requirements

The user account you use to log into Resolver must have Administrator permission to create a Date-Based Trigger.

Related Information/Setup

• Date/Time Fields and Formulas are currently not supported. The system automatically filters out all time-related Fields and Formulas for the Date Field/Formulas dropdown menu.
• A system Warning will pop up when a user attempts to delete or unlink a Field or Formula that is part of a Date-base Trigger. 
• The Data Audit Trial will list all Date-based Trigger records.
• The Date-base Triggers procedure will run once a day before the Nightly Triggers procedure.
• Recover procedures are in place encase an error occurs during the Date-base Triggers procedure.

Please follow the link below for more information on Triggers.

• Add a Nightly Trigger and Transition to a State
• Orchestration Event Action in Resolver Core
• Add a Create Object Action in Resolver Core

Limitations:

• Currently, the Date-base Trigger procedure will process up to 1000 Triggers per Org nightly. Any remaining Triggers that are not processed will be processed as part of the Date-base Trigger procedure the next night.

Navigation

1. From the Home screen, click on the Administration icon.

Administration Icon

2. From the Admin Overview screen, click on the Object Types tile under the Data Model section.

Object Type Tile

3. From the Admin Object Types screen, select an Object Type.

Object Type

4. From the Admin Edit Object Type screen, click on the Configure Workflow button.

Configure Workflow Button

5. From the Admin Edit Workflow screen, click on an + Add Trigger link under one of the listed States.

+ Add Triggers Link

Creating a Date-Based Trigger

An Administrator can create a Date-based Trigger from the Add Trigger screen.

1. From the Add Trigger pop-up, select Timed from the Type field dropdown menu.

Type Field

2. Enter a Trigger Name in the Name field.
3. (Optional) Description, Color, and Icon are optional fields.
4. Select Scheduled from the Frequency field dropdown menu.

Frequency Field

5. Select a Field or Formula from the Date Field/Formula field dropdown menu.

Date Field/Formula Field

6. Click the Create button to create the Date-Based Trigger.