Jobs allow you to create rules that perform automated actions based on the occurrence of a specific Workflow event. If you're not familiar with Jobs, you'll want to start here before continuing.
Creating Operations to Update Date Fields
Once you've setup a Trigger on a Job, click the pencil icon below the Operation heading and click Add Operation. This will present you with all of the types of automated actions you can have Risk Cloud take. Choose the Update a Field Operation type on the left-hand side.
Configuring "Update a Field" Operations
You must first select the type of Field you would like to have the Operation update. At present, only Date Fields can be updated via Operations (although we plan to expand this functionality to other Field types in the future).
If System Field is selected, the "Target System Field" will default to Due Date. Otherwise if Custom Field is selected, you will be prompted to select a Target Custom Field from the select list.
Trigger Date - This type of update sets the Date Field using a relative time period from the date/time the Trigger is executed. For example, if you have a "Moved" Trigger that executes when a Record moves from Step A to Step B, this type will update the Date Field to be X days/weeks/months after the Record moves from Step A to Step B.
Existing Value - This type of update sets the Date Field using a relative time period from the date/time of the original value for the field. For example, if you have a "Moved" Trigger that executes when a Record moves from Step A to Step B and an existing date value of Jan. 1, 2019, this type will update the Date Field to be Jan. 1, 2019 + X days/weeks/months. Note: This type of update will not take any action if the Date Field is blank.
Clear Value - This type of update clears the existing value of a Field.
Once you have setup your Operation, you can save your Job and it is ready to automate your date updates!