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[IMP] studio: clarifying logic for time-triggered automation rules
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content/applications/studio/automated_actions.rst

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@@ -165,16 +165,44 @@ You can then define:
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the frequency of this check to ensure that more granular delays, e.g., 1 hour before the event
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start date and time, or 30 minutes after creation, can be respected as closely as possible.
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To view or manually edit the frequency of the scheduler for a time-triggered automation rule,
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with :ref:`developer mode activated <developer-mode>`, click :guilabel:`Scheduled action`.
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To view or manually edit the frequency of the check for time-triggered automation rules,
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with :ref:`developer mode activated <developer-mode>`, click :icon:`fa-arrow-right`
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:guilabel:`Scheduled action`.
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.. image:: automated_actions/trigger-delay-scheduled-action.png
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:alt: Direct link to scheduled action for automations
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In the :guilabel:`Automation Rules: check and execute` scheduled action that opens, update the
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value of the :guilabel:`Execute Every` field, if desired. Clicking :guilabel:`Run Manually`
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triggers the scheduled action to run immediately. To return to the automation rule setup, click
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the automation rule name in the breadcrumbs.
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triggers *the scheduled action* to run immediately. To return to the automation rule setup,
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click the automation rule name in the breadcrumbs.
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.. important::
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Manually running the :guilabel:`Automation Rules: check and execute` scheduled action *does not
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necessarily trigger the automation rule itself*. An automation rule only runs when the
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scheduled trigger date & time falls *between* the last run of the scheduled action and the
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current run (whether scheduled or run manually):
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**last run --> scheduled trigger date & time --> current run**
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.. example::
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At 11:00 am on October 15 you create an automation rule that triggers the sending of an
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email 30 days before the :guilabel:`Contract end date`; contracts end at 11:59 pm on their
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contract end date.
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This new rule will only run for contracts whose end date is at least 30 days *after* the
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creation of the rule, i.e., an end date of November 14 or later. This is because until that
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moment, the scheduled trigger date of `contract end date` - `30 days` will always be
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*earlier than* the last run of the scheduled action.
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For a contract with an end date of November 14, the scheduled trigger date & time is 30 days
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before 11:59 pm on November 14, i.e., 11:59 pm on October 15. The rule will therefore run
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the first time the :guilabel:`Automation Rules: check and execute` scheduled action runs
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after the scheduled trigger date & time:
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- last run of the scheduled action: October 15 (the scheduler runs minimum every 4 hours)
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- scheduled trigger date & time: 11:59 pm on October 15
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- current run of the scheduled action: 3:59 am on October 16 at the latest
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- :guilabel:`Extra Conditions`: Click :guilabel:`Add condition`, then specify the conditions to be
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met for the automation rule to run. Click :guilabel:`New Rule` to add another condition.

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