Timer Rules Behavior

Timer rules allow you to schedule actions on a record for a specific interval. The timer rules are set such that they execute before or after the set date and time in a record.

The following section provides details on some possible scenarios to showcase the timer rule behavior:

Record created after adding a timer rule

1. Add records R1, R2, and R3.
2. Update R1 and R2.
3. create a Timer Rule. The criteria of timer rules remain the same for all three records.
4. Add another record R4.

• Observation: The timer rule gets triggered only for the record R4.
  
• Conclusion: Timer rules are triggered only for the records that you create post creation of the timer rule.

Record created or updated after adding a timer rule

1. Add records R1, R2, and R3.
2. Update R1 and R2.
3. Create a Timer Rule. The criteria of the timer rules remain the same for all three records.
4. Add another record R4.
5. Update the record R3.

• Observation: The timer rule gets triggered for the records R4 and R3.
  
• Conclusion: Timer rules are triggered for the records that you create or update post creation of the timer rule.

Updating the timer rule

1. Create a timer rule such that it triggers one hour after the time mentioned in a record.
2. Add a record R1.
3. Add records R2 and R3 with a trigger time which is after the trigger time for R1. For example, if R1 record is scheduled for 15:00, schedule R2 and R3 for 19:00.
4. Considering the same example, post 15:00 and before 16:00, update the timer rule to trigger one hour before the schedule mentioned for a record.

• Observation: The timer rule does not trigger for the record R1 as the time to trigger R1 would be 14:00 which is already in the past. However, it will trigger for records R2 and R3 at 18:00.
  
• Conclusion: When you update the time for a timer rule, it is triggered for any records that are already in queue.

Deleting the timer rule

1. Create a timer rule.
2. Add a record R1.
3. Add records R2 and R3 with a trigger time which is after the trigger time for R1. For example, if R1 record is scheduled for 15:00, schedule R2 and R3 for 19:00.
4. Delete the timer rule once it is triggered for R1 record.

• Observation: The timer rule is not triggered for the records R2 and R3.
  
• Conclusion: When you delete a timer rule, it is not triggered for any records that are in queue.

For more information, see Timer Rules