How to Configure a When a Date Passes Trigger for Work Plan Automations in OnePlan

Direct Answer: How to Configure a When a Date Passes Trigger for Work Plan Automations in OnePlan

To configure a When a Date Passes trigger for Work Plan Automations in OnePlan, open the Automations editor from a Work Plan, select Trigger in the automation flow, set the scope and work types, choose When a Date Passes, select the date field to monitor, configure how often the automation runs, then select Update to save.

What This Article Covers: When a Date Passes Trigger

This article explains how to configure the When a Date Passes trigger for Work Plan Automations in OnePlan. This trigger launches the automation once the date stored in a selected work item date field has passed.

What you will accomplish
By the end of this article, you will be able to configure a When a Date Passes trigger, set the automation scope and work types, and control how often the automation runs after the date has passed.

Before You Begin: When a Date Passes Trigger

Before you begin, make sure you have:

A OnePlan account with Licensed permissions (Basic, Professional, or Enterprise)
Contributor or Owner access to the plan

Note: Each automation can have only one trigger. If you need an automation to respond to multiple events, create separate automations — each with its own trigger.

Why This Matters: When a Date Passes Trigger

The scope of a Work Plan Automation in OnePlan determines which plans it applies to and depends on your global permissions:

This Plan (end users and administrators) — The automation applies only to the plan where it was created.
All Plans (administrators only) — The automation applies to all plans of the selected Plan Types.

Step-by-Step: Configuring a When a Date Passes Trigger in OnePlan

Task: Open the Trigger Editor

Open the Automations editor from a Work Plan (toolbar … → Automations).
In the automation flow, select Trigger.

The Edit Trigger panel opens on the right side of the screen.

29JAN26_Create Trigger for Automation.png

Task: Set the Scope

Select the Scope of the automation:
- This Plan (end users and administrators) — Applies only to the current plan.
- All Plans (administrators only) — Applies to all plans of the selected Plan Types.

Task: Select Work Types

Choose the Work Types (for example, Task, Risk) that the automation should apply to.

Task: Select the Trigger Type and Date Field

Select the When a Date Passes trigger.
In the Date Field field, select the work item date field to monitor (for example, Due).

Task: Configure When the Automation Runs

In the When field, choose how often the automation should run after the date has passed. The form updates dynamically based on your selection.
- Daily — Select one or more Days of the Week and a Time of Day. The automation runs on the selected days each week.
- Monthly — Select the Day of Month and a Time of Day. The automation runs once per month.

28JAN26_When a Date Passes Daily Trigger Example.png

28JAN26_When a Date Passes Monthly Trigger Example.png


When a Date Passes — Daily	When a Date Passes — Monthly

Task: Save the Trigger

Select Update to apply the trigger to the automation.

Frequently Asked Questions: When a Date Passes Trigger

Q: What date fields are available for the When a Date Passes trigger in OnePlan?
A: The available date fields depend on the Work Types selected. In OnePlan, any date-type field on the selected work item types can be used as the trigger date field (for example, Due, Start, or custom date fields).

Q: Can I use the When a Date Passes trigger for all plans in OnePlan as an end user?
A: No. In OnePlan, the All Plans scope is only available to administrators. End users can create automations scoped to This Plan only.

Q: Can a Work Plan Automation have more than one trigger in OnePlan?
A: No. Each Work Plan Automation in OnePlan can have only one trigger. Create separate automations if you need to respond to multiple events.

What to Do Next: When a Date Passes Trigger

Continue building your automation:

Review the full configuration process:

Work Plan Automations Configuration in OnePlan - Guided Workflow

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