DPE Update Cohort Status - PosiEd

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

Choose CRM Analytics

Cohort

Configuration tab

Open

Source Object selected fields

Open

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

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.