Automatic monthly change of page status

Hunsdorf_ Melanie
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August 14, 2024

Hi, I would like to change a page status on certain pages on the 8th of every month. I tried to create an automation with

- Trigger: 8th of every month
- Condition one: page title
- Condition two: page status is abc
- The Action I would like to have: change page status from abc to xyz

Any advice how to accomplish this?

TIA
Melanie

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Aron Gombas _Midori_
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August 14, 2024

@Hunsdorf_ Melanie What is the complete use case here? You want to turn certain pages to status X periodically, but after then what? (Is this a reminder for a monthly review?)

Hunsdorf_ Melanie
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August 14, 2024

@Aron Gombas _Midori_The complete workflow is:

- 1st of the month: Automation sends out mails to different colleagues to remind them to write their monthly report, if the status is "in progress"

- 7th of the month: Automation sends out a reminder if the status is still "in progress"

- 8th of the month: Automation is supposed to set the status back to "in progress" if my colleagues are done with their reports and set the status to "ready", so everything is prepared for the next month.

Aron Gombas _Midori_
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August 16, 2024

You can implement this by creating a bunch of rather repetitive automation rules. The typical pattern would be using the Scheduled trigger and then let the rule run a CQL search. That way you can implement your conditions part of the CQL query string, not as condition components in the rule.

Or, you can use the Better Content Archiving app to solve this kind of content lifecycle use cases. It is an app designed and built exactly for these problems. It is more intelligent than just a collection of automation rules.

content-status-indicator-cloud.gif

In a nutshell, you can define your custom statuses, the app will automatically refresh and maintain them. You can power reporting, notifications and automations using content statuses and analytics (views, updates, etc.).

The settings are captured in schemes which you can consistently apply to spaces even if you have a large number of those. It just makes it more maintainable and flexible for anything-more-than-trivial use cases.

🔥 Make sure you give it a free trial

(Discl. it is a paid and supported app developed by our team. Free for 10 users!)

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