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 will not trigger for any of the records for which the scheduled trigger time has already passed. However, it will trigger for those records which are already in queue, provided their scheduled trigger time is yet to pass.

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