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

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

To configure a When a Date Passes trigger for Plan Automations in OnePlan, open the Plan Automations editor, select Trigger in the automation flow, choose When a Date Passes, select a plan-level date field, configure how often the automation runs after the date passes, 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 Plan Automations in OnePlan. This trigger runs plan-level actions after a specific date stored in a plan field has passed and is commonly used to respond to milestones such as planned start dates, planned end dates, or other plan-level dates.

What you will accomplish
By the end of this article, you will be able to configure a When a Date Passes trigger, understand how scope affects the available date fields, 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)

If creating automations from a Portfolio Area:

  • Manager or Owner role (OOTB Permission Groups)
  • Access to the Portfolio Area

If creating automations from within an individual plan:

  • Contributor or Owner permissions for 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

How the When a Date Passes trigger behaves depends on where the automation is created in OnePlan.

When created from a Portfolio Area, the scope is automatically locked to All Plans, you must select one or more Plan Types, and the available date fields are based on those plan types. The automation runs for any plan of the selected type(s) after the date has passed.

When created from within an individual plan, the scope is automatically locked to This Plan, plan type selection is not required, and only date fields available on the current plan can be selected. The automation runs for the current plan after the date has passed.

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

Task: Open the Trigger Editor

  1. Open the Plan Automations editor from a Portfolio Area or from within an individual plan.
  2. In the automation flow, select Trigger.

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

add trigger.png

Task: Select the Trigger Type

  1. In the Trigger field, select When a Date Passes.

This trigger runs the automation after the date stored in a selected plan-level date field has passed.

Task: Select the Date Field

  1. In the Date Field field, select the plan-level date field you want to monitor (for example, Planned Start Date or Planned End Date).

The available date fields depend on where the automation was created — Portfolio Area automations show fields based on the selected plan type(s); plan-level automations show fields available on the current plan.

select when a date passes.png

Task: Configure When the Automation Runs

  1. In the When field, choose how often the automation should run after the date has passed.
  2. The configuration options update 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 after the date has passed.

date pass daily.png

Monthly: Select the Day of Month and a Time of Day. The automation runs once per month after the date has passed.

date pass monthly.png

Task: Save the Trigger

  1. Review the trigger configuration.
  2. Select Update to apply the trigger to the automation.

Frequently Asked Questions: When a Date Passes Trigger

Q: Can I select any date field for the When a Date Passes trigger in OnePlan?
A: The available date fields depend on where the automation was created. In OnePlan, Portfolio Area automations show date fields based on selected plan types; plan-level automations show date fields available on the current plan.

Q: Can a Plan Automation have more than one When a Date Passes trigger in OnePlan?
A: No. Each Plan Automation in OnePlan can have only one trigger. If you need to respond to multiple date fields, create separate automations — one per date field.

Q: When does the When a Date Passes trigger start running in OnePlan?
A: The automation begins evaluating the trigger condition after the selected date field value has passed. It then runs at the configured schedule (daily or monthly) until the automation is deactivated or deleted.

What to Do Next: When a Date Passes Trigger

Continue building your automation:

Review and manage automations:

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