DPE Update Cohort Status - PosiEd

Go to Setup > Data Processing Engine > click New button >

Name: Update Cohort Status
API Name: Autopopulate
Process type: Standard

Choose CRM Analytics

Cohort

Configuration tab

Source Object selected fields

Cohort > Reference Tab

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

Create 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

Create Formula Node and link to Cohorts with Future Status Filter

Reference tab

Update Cohort with Future Status

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