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Trigger a Workflow When a Custom Attribute Date Is Reached in GAT Flow

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GAT Flow allows an Event workflow to be triggered when a custom attribute date is reached.

This automated workflow now enables the domain admins to set up a workflow triggered when a selected date in a custom attribute is reached.

The Admins can use any Custom attribute with a “date format” as a trigger for an Event workflow.

This can be easily set up in Flow > Event workflow

Custom Attribute Date Workflow GAT Flow #

As a prerequisite, you must have a custom attribute in a Date format value and non-multi-valued.

Expand the 'Domain' section and click 'Custom Attributes' from the left menu section and click + New Attribute

This can be easily checked or created in Flow > Domain > Custom attributes > + New Attribute

Select the type 'Date' when creating a new attribute

Create Event workflow #

Navigate to Flow > Event Workflows > + New Event Workflow 

In Flow click the 'Event Workflows' on the left side menu, then click + New Event Workflow

In the creation of the workflow, select Event > Date Reached

  • Name – Enter the name for the workflow.
  • Type – Select Modify.
  • Event – Select the event for the trigger – ‘Date Reached’.
  • Source – Select the custom attribute with the date that will trigger the workflow.
    • If the date specified in this user’s custom attribute is reached, the workflow will be triggered.

Give the workflow a name, type as 'Modify', event as 'Date Reached' and select the custom attribute in source section.

  • Notification Recipients – (optional) To notify a user when the workflow completes.
  • Workflow tags – (optional) – Select users and groups will be notified when the workflow ends.
  • Active – Activate the workflow.
  • Preapproved – If Preapproved is enabled, every workflow that is triggered by an event will run automatically approved. If disabled, each time the workflow is triggered, it will need separate approval.
  • Choose Actions – Click to proceed and select actions.

Once the event and source are selected, click the 'Choose Actions' button to continue the workflow.

Choose an action #

In the Choose Actions section, click the plus symbol beside the ‘Start’ node and click ‘Add action’ to select any action you want to take for the users whose custom attribute is reached.

Select any action you need.

When in the 'Choose Actions' section, click the + beside start so the 'Add Nodes' popup appears and select 'Add Action'

When ready, click on Send approval request 

Result #

When the workflow is approved, and the custom attribute date is reached, the workflow will be executed.

The actions selected will be run when the date in the custom attribute is reached.

Expand the 'Domain' section and click 'Users' on the left side menu and edit a user.

For example, if the user’s custom attribute date has been updated, the workflow will be triggered.

Select 'Custom Attributes' header at the top, then select the date custom attribute you've created and give it a date.

The workflow will be executed, and the actions will take effect.

The affected users will be the ones whose date in the custom attribute has reached.

Check the workflow results to see what actions were run and on which account.

Conclusion #

The date in the custom attribute can be used to take automated actions for every user whose date in the custom attribute has reached.

The ideal solution for automated action execution for any user.

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