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Changing the Create Action Updates date range
Who is this article for?
Users wanting to change the date range applied by the Create Action Updates Robot job.
App server access and IT Administrator permissions are required.
The Create Action Updates Robot job automatically creates Action Updates for Actions with a Current Due Date that is 45 days in the future.
This article describes how to change the date range.
1. Standard behaviour
With the standard action tracking behaviour, the Robot creates a new action update where an action:
- is Tracked
- has an Action Owner
- has a Current Due Date within 45 days of the moment the job runs
You can make this range shorter or longer, or change the date to "Before today" (so that action updates are created only for actions that are overdue).
2. Changing date range
To change the date range:
- Log into the application server.
- Open App Manager.
- Find the Robot job.
- Select the correct application instance.
- Switch to the Robot tab.
- Click Robot Service.
- Click Connect.
- Select CreateActionUpdates job
- Scroll down in the Value box to find the Action.CurrentDueDate line.
- Continue with one of two options:
- Change the date range to a different future date range.
To change the offset to a different number of days, change the '45' to that value. For example, to set the job to work with a window of 60 days, change Offset="45" to Offset="60". - Changing the date to "Before today".
To set the job to create an Action Update only if the Action.CurrentDueDate is in the past, then change the Operator to LessThan and remove the Offset.
- Change the date range to a different future date range.
- Click Save.
- Restart the Pentana Robot service.