Set Date effective via Extended Behaviour

What Event did you used in Automation ?
How did you created this document and is there anything else about configuration of template? In sample event that trigered was template initiated and from this audit screenshot doesn't look that automation start event is not the same as in sample

Hi Gintautas,

I used 'on template initiated' as the event. The Document was created with the document wizard. Is it possible that the document wizard overwrote the date effective property after the behaviour set it? I noticed that when I didn't use the wizard the behaviour worked as expected.

Thanks,

Catherine

Hello Catherine,
In that case I would blame document wizard. Try to change initiation event to OnObjectAdded or OnObjectChanged, maybe that will work.

Hi Gintautas,

I tried both events and got the same result both times.

Thanks,

Catherine

Hello Catherine

I have tested this behaviour on our side using custom document creation wizard from Thameslink menu and got same results as you when OnTemplateInstantiated event was used, but when I used OnObjectChanged value was saved. As in screenshot below you can see that custom wizard removed it, but removal was counted as Object Change so automation kicked in again and added value back in. 

Below is my configuration of automation I've used. 

When event to trigger automation OnObjectChanged is used it's a must to use where clause as in screenshot above, otherwise Date Effective will be update every time when change is done on Object.

Try to create identical automation on your side and see will that work for you. 

Cheers
Gintautas 

Hello Catherine

I have tested this behaviour on our side using custom document creation wizard from Thameslink menu and got same results as you when OnTemplateInstantiated event was used, but when I used OnObjectChanged value was saved. As in screenshot below you can see that custom wizard removed it, but removal was counted as Object Change so automation kicked in again and added value back in. 

Below is my configuration of automation I've used. 

When event to trigger automation OnObjectChanged is used it's a must to use where clause as in screenshot above, otherwise Date Effective will be update every time when change is done on Object.

Try to create identical automation on your side and see will that work for you. 

Cheers
Gintautas 

Hello, I will try but if I used this event won't the date be updated every time the object is changed? And therefore become the date modified as oppose to the date effective?

Thanks,

Catherine

I've just spotted your condition, this seems to work! thank you