...
Cohorts with Current Status
Create a Filter Node called “Cohorts with Current Status “ and link to the Cohort Data Source
Configuration tab
...
Cohorts with Current Status > Reference tab
...
Create Variable with “Past“ Value
...
Create Formula Node and link to Cohorts with Current Status Filter
Create Text Formula with size 4 with alias Status_Past
Value: “Past“
...
Create Variable with “Past“ Value > Reference tab
...
Update Cohort with Current Status to Past
...
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
...
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
...
Reference tab
...
Create Variable with “Current“ Value
Configuration tabCreate Formula Node and link to Cohorts with Future Status Filter
...
Reference tab
...
Update Cohort with Future Status
Configuration tab
...
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
...
Flow Creation of Update Cohorts with Current and Future Status
Go to Set up > Flow > Click New Flow
...
Select Schedule-Triggered Flow and click Create.
...
Set a Schedule - Start Date, Start Time, and Frequency.
Note: You need to set the schedule to a future date and time, as a schedule-triggered flow can’t run on a date/time in the past.
...
Add Action Element into the flow and in the New Action window:
Select Data Processing Engine, in the Category Section.
Add the DPE Populate Search Description in the Contact
Label = Update Cohort Status
API Name = Update_Cohort_Status (auto-populate)
Description = Call and pass input variables to DPE.
DateToday = Today
DateTodayPlusOffset = Today Plus Offset
Click Done.
...
Save and name the flow “Update Cohorts with Current and Future Status”
Upon activation, the flow will run following the schedule that you have established.