future dated termination

Diksha10
New Contributor
New Contributor

Hi, I am currently working on user update rule where we need to trigger a user manager certification one week before the users enddate. How should I setup the configuration for this scenario?

3 REPLIES 3

pmahalle
Valued Contributor II
Valued Contributor II

Hi @Diksha10,

You can achieve it by 2 way.

1. Create detective update rule with condition datediff(a.enddate, curdate())=7 then add launch campaign as an action in the rule. Make sure to schedule detectiverulerun everyday once.

2. Create non-detective update rule with condition (##a.custompropertyXX is updated## and a.custompropertyXX='LaunchCampaign') and add launch campaign as an action in it. Create SAV4SAV with userimport xml and query which will update custompropertyXX with string "LaunchCampaign" for users whose enddate is still have 7 days.


Regards,

Pandharinath Mahalle(Paddy)
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Thank you. It worked.

As per best practice from Saviynt, it is better to use Approach 2 as suggested by @pmahalle 

https://forums.saviynt.com/t5/lifecycle-policies-rules/avoid-usage-of-detective-job-instead-create-t...

 

Thanks,
Devang Gandhi
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