Work Plan Automations - Configure a When a Date Passes Trigger

Requirements

Global Permissions: Licensed
Plan Share With Permissions: Contributor, Owner
See OnePlan Plan Permission Hierarchy or more details.

Purpose

This article explains how to configure the When a date passes trigger for OnePlan Work Plan Automations.
The When a date passes trigger will launch the automation once the set date in the selected date field passes.

Configure a When a Date Passes Trigger

1. Click the Trigger button within the automation flow. This will open the Edit Trigger panel on the right of the screen.
   
2. Select the Scope of the automation. Options here will depend on your Global permissions. Options include:
   • This Plan (End user and admins) =The automation applies only to the plan listed in the Plan Name field.
     
   • All Plans (Admins only) = The automation applies to all plans of the selected Plan Types.
     
3. Choose the Work Types (e.g., Task, Risk) that will activate the automation when a new work item is created.
4. Select the When a date passes trigger for the automation. The automation will trigger when a date in the selected date field passes.
   • The Date Field field will appear at the bottom of the form. Select the Date field you want to use for the automation trigger (e.g. Due).
   • The When field will appear at the bottom of the form. Select the frequency with which this automation will run once the date passes. The Edit Trigger form will change dynamically based on your selection.
     • Daily: The automation will run on selected day(s) every week.
       • The Days of the Week field will appear. Select the day(s) of the week that you want the automation to run.
       • The Time of Day field will appear. Select the time of day you want the automation to run on the selected Days of the Week.
     • Monthly: The automation will run on the selected day once a month.
       • The Day of Month field will appear. Select the day of the month that you want the automation to run.
       • The Time of Day field will appear. Select the time of day you want the automation to run on the selected Day of the Month.
5. Click Update to apply your changes to the automation.

Next Steps

After configuring your trigger, you can do any of the following. Select what you would like to do next:

• Setup Filters for the automation
• Add a Send Notification Action
• Add a Copy / Create Work Item Action
• Add a Request Update Action
• Add an Update Work Item Action
• Add an Approval Task Workflow Action