• Rough draft

    • DPE Update Cohort Status - PosiEd

    Owned by Jhetah Mae Leornas
    Last updated: Nov 12, 2024 by Darren Wright
    4 min read

    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

    image-20240528-022121.png

    Source Object selected fields

    image-20240528-022504.png

     

    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.