Calendar Based Data Policies

Calendar Based Data Policies

Calendar based data policy actions are triggered on a schedule, defined by the following parameters:

• Start Date and Time
• Non Repeating or Repeating (Daily, Weekly, Monthly, Yearly)
• End Date or Never-ending

Tip: A job will start at the time you specify. But the time it takes to complete depends on the system load, so it's a good idea to schedule actions well in advance, to ensure that it completes at the desired time.

Writing Java Code for a Calendar Based Data Policy

The conditions defined by the data policy decide which rows will be processed. The Java code is then invoked for each record that matches.

The code needs to be written so that it will work on a single record. All the details about the incoming record will be available to that code in the same way that is available in an action based data policy--by way of the incoming Parameters object.

Examples

• Drip Campaigns use Calendar-based data policies. These policies detect values and conditions of the data fields and based on them, execute a combination of actions including: sending an email, assigning a task, updating the record content, delivering a Send Outbound message to an external system, or running Java code.
• In a front-desk reservation system, set the criteria to verify that the check-in date must be in the future (after Today) and that the check-out date follows the check-in date
• In a doggy daycare system, check that the pet owner's account has enough pre-paid credits for that week's care

Learn more: Build a Calendar Based Data Policy