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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

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Source Object selected fields

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Cohort > Reference Tab

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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

Create 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

  • 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

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

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Reference tab

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Create Variable with “Current“ Value

Create 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

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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Flow Creation of Update Cohorts with Current and Future Status

Go to Set up > Flow > Click New Flow

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Select Schedule-Triggered Flow and click Create.

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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 that’s already occurred.

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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.

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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.

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