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Cohorts with Current Status

Create a Filter Node called “Cohorts with Current Status “ and link to the Cohort Data Source

Configuration tab

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Cohorts with Current Status > Reference tab

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Create Variable with “Past“ Value

Configuration tabCreate Formula Node and link to Cohorts with Current Status Filter

  • Create Text Formula with size 4 with alias Status_Past

    • Value: “Past“

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Create Variable with “Past“ Value > Reference tab

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Update Cohort with Current Status to Past

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  • Create a Writeback Object Node and link to the Formula Node

    • Update Cohort

    • Field Mapping (DPE to Target Object)

      • Id = Id

      • Status_Past = PosiEd__Status__c

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Cohorts with Future Status

Configuration tabCreate a Filter Node called Cohorts with Future Status and link to Cohort Data Source

  • Condition:

    • PosiEd__Status__c = “Future“

    • PosiEd__StartDate__c <= Today

    • PosiEd__EndDate__c > Today

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Reference tab

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Create Variable with “Current“ Value

Configuration tabCreate Formula Node and link to Cohorts with Future Status Filter

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Reference tab

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Update Cohort with Future Status

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Create a Writeback Object Node and link to the Formula Node

  • Action type = Update

  • Target Object = Cohort

  • Field Mapping (DPE to Target Object)

    • Id = Id

    • Status_Current = PosiEd__Status__c

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