Periods

Periods define a duration of time within AutoRecords. Periods are used in Event Templates and Property Triggers which use CurrentDatePlusPeriod and CurrentDateMinusPeriod to do simple date math. The primary use of a Period is to define a period of time to wait after an Event has triggered before the associated Event will create Actions to execute on the system.

• Period Name
  • Automatic concatenation of other properties
• Duration
  • Integer amount of Time Units to wait
• Time Unit

  • Select From

    • Days
    • Weeks
    • Months
    • Years
    • End of Week: triggers Duration # of Sundays from Triggered Date.
    • End of Month: triggers on the last day of Duration # of months from Triggered Date.
    • End of Year: triggers on December 31st Duration # of years from Triggered Date. (example: A document dated 11/25 with 5 end of years as the retention period, will be processed at the earliest on December 31st 2030.)
    • End of Fiscal Years: triggers on Fiscal Year End Date Duration # of years from Triggered Date. Fiscal Year End Date is set in the AutoRecords Configuration within the M-Files Admin Tool.

    

caution

Periods cannot be edited after creation. A new Period object must be created.

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