Assets & Automation - Many Moving Parts

[Jared G]

Hi,

This is sort of a big undertaking, especially being new to assets/AQL and struggling to locate any videos on the subject (open to links if you have a good one!).

Goal: Our payroll team receives requests that impact the payroll they may be running in the moment, and therefore they need an urgent notification to add the needed change.  However, these notifications only need to be sent if the next upcoming payroll is within 4 days of an asset provided payroll date.  Therefore, I've designed the pieces to do this as follows, and they all have object links (Client contains the attribute "Paycycle" for example):

- Asset Field titled "Paydate Asset"

- The name of the client (Object: Client, under attribute "Name")
- The paycycle they belong to (Object: Paycycle, under attribute "Name")
- The Paydates within the Paycycle Object (Object: Paydates, labeled under "Name", but also an attribute called "Date")
- The Rep to be notified (Object: Payroll Rep, under attribute "Name")
- The Payroll Rep also holds an attribute titled "Email".  I'm using a raw email, not a user as I've learned the user email would not work here.

The automation flow would assumingly be something like;

Trigger: Field Change on Paydate Asset
Lookup the Client Object (Identified by client name), which would include the Paycycle within, which would contain the paydate within.  It would also contain the Payroll Rep, which would contain the Email Within.

A condition (I've been using AQL) would match if any payroll dates are within 4 days.  I realize this question is enormous so based on the responses, we can break this down.

Screens attached for automation steps.  I've tried several paths, but this one often gets me the furthest.

Again, I know there's a lot here but open to anything that stands out.  I think I have the assets correct but there's a lot to this as well.  Here are a few screens:



Any help, even breadcrumbs are greatly appreciated.

[arielei · Accepted solution]

Hey @Jared G 

To which object is "Paydate Asset" looking at?

[Jared G]

Hi,

Thank you for the question!  The Paydate Asset field is looking at the schema "Client Payroll Dates"

Here are some additional screens should they be helpful:








Thanks again,

[arielei]

Hello @Jared G 

If you like, lets jump on a call and show me what you are trying to achieve - contact me in my linkedin.

Ariel. 

[Jared G]

Wow, that's incredibly generous of you!  I have messaged you on LinkedIn, thank you!

[Jared G]

@arielei 

[arielei]

Hey @Jared G 

It was nice speaking with you.

see below the images, hope this will answer your question:

[Jared G]

Thank you again Ariel.  This was extremely helpful and I hope this helps others in the community as well.

Thanks so much!