Let's Reconnect, thank you for making 2022 our best year yet.

Look Back
Rules for "Set Attribute Value" Automatically? — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Rules for "Set Attribute Value" Automatically?

edited Sep 11, 2020 3:35PM in Account Reconciliation


Ability to run "Set Attribute Value" automatically on a schedule or based on a predefined filter criteria.


We are performing reconciliations in TM daily with work flow responsibilities being performed monthly. In order to capture "signoff" on daily reconciliations, we've created a custom attribute for the user to update on the profile "Ready for Operations Review" Yes / No. Each day, the user will update this attribute when complete, and the Manager will review to ensure each profile has been updated. Now we need a mechanism to reset this attribute value on a daily basis. 

I understand a user can manually come in, select all profiles and reset all attribute values each morning, but we would like an automated way to do so. Either through EPM Automate rule or filter that triggers when GL Ending Balances are loaded each morning. In reviewing the rules to automatically set attribute value, it appears limited to when the profile is copied to the period". I've played around with the new alerts feature to see if that will allow us to replace the custom attribute, but still struggle to find a mechanism to automatically. 

Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!