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Timers

OVERVIEW

What are they?

You can schedule the system to automatically perform a Commerce action by using Timers. Based on a defined duration of time, a Timer triggers when the elapsed time exceeds the specified duration. CPQ Cloud uses date type attributes to calculate elapsed time and Timers are set up on modify type commerce actions.

How do they work?

Timers are managed within individual workflow steps and you can define one each. Each Timer is associated with a participant profile and a user account.

Using transition rules in a timer's associated profile, you can configure the system to send email notifications when a timed system triggers. You can also use transition rules to transition a workflow step from the current step to any downstream step when a timed action is performed.

ADMINISTRATION

ClosedAdding a Timer

  1. Navigate from: Admin Home Page > Commerce and Documents > Process Definition > Select a Commerce Process > Steps
  2. Double-click on a step name in the left panel. If you need to create or edit workflow steps, click here.
  3. Click Add Timer.

  4. Enter a Name and Variable name for the timer.
  5. Choose a Participant Profile to map the timer to from the Map to Profile drop-down.
    1. This is the profile with which the application executes the timer action. Since timers are used in transition steps, and transition rules are tied to the junction of actions and profiles, by mapping the timer action to a particular profile, the admin can specify which transition rules will operate.
  6. Choose a user to map the timer to from the Map to User drop-down.
    1. This is the user that the application 'proxies' to accomplish the named action when the timer executes. This mapping allows the FullAccess user to specify 'who' initiated the action.
  7. Define the duration of time for the timer by specifying the time to elapse in the Elapsed Time field. Choose the Days, Hours and Minutes in the drop-down.
  8. Choose a date attribute you want to relate to the timer from the Relative to Date Attribute drop-down.
    1. The Relative to Date Attribute drop-down contains commerce Date Type attributes that have been added to the data columns. To view a commerce date attribute in this list, add the date attribute to the data columns.
  9. Choose a document from the Document drop-down.
  10. Choose an action from the Action drop-down.

  11. Click Save. This displays the section where you can define action rules for the step.
  12. Select an action rule as Simple or Advanced.
  13. Click Save.

USE CASES

ClosedUse Case: Recurring Timers

  1. Create a date attribute. It can be set to system time, system timer plus some interval (for example, 30 days from now), or a given time (for example, end of calendar year).
    1. The date attribute must be included in the data columns or else it cannot be used to trigger a timer.
  2. The timer should trigger an action that modifies your new date attribute. It could set to the current time, or another interval, or a new given time. Example: if you want to use a timer to send a reminder about open quotes every two weeks, the action should set the date attribute to system time plus two weeks.

TROUBLESHOOTING

ClosedRecurring Timer still fires after quote exits "timer-ed" step

  1. Make the "lastEmailed_quote" Attribute (or whatever is controlling the Recurring Timer) a writable Attribute for admins.
    1. If the problem is associated with only one quote, set the date to sometime in the far future.
  2. If more than one quote is the issue, double-check your Timers. The above fix does not work for a systematic problem.

NOTES

RELATED TOPICS

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