How do I set up an activity set in a lifecycle event to trigger based on a specific date?

[AUT HR Tech Tea]

Hi all,

I'm looking to set up activity sets in a lifecycle event to trigger on a specific date.

As an example, we have staff in the organisation that will apply for promotion using a HR catalog item which will then trigger the lifecycle event.

For each activity set, all staff will see the next activity set trigger on the same date.

Is this possible? If it requires some scripting using the 'Advanced' option in the activity set, some examples would be appreciated.

Thanks!

[Christian Prob2]

Hi Vimal - yes that is what I was just about to reply - the only potential downside is that you have to create a dedicated activity set for that activity (or all activities that need to get triggered at that date - imho, sometimes that feels like artificially inflating the number of activity sets unnecessarily):

Does this work for you?

C

(Each responder is still happy for a "Helpful" or "correct answer", if you think it's warranted. Thank you.)

[Sean Antle · Accepted solution]

The way to get an activity to trigger on a certain date, is to put it in an Activity Set that uses a date-based trigger.

You may also be able to try using a Flow activity type.