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CRM_MikeCRM_Mike 

Automatic field update based on date

I could really use some help.

 

My record has an Expiration Date field.  Is there any way to automatically change ANOTHER FIELD on the SAME record (Status, for example) when the system date becomes greater than the Expiration Date?  Status is a PickList field with values of (among others) 'Production' and 'Expired' and I'd like this switch to be done automatically based on the date.

 

Thanks in advance,

 

Mike

hhuiehhuie

You would need to create a Workflow Rule to trigger with the following criteria:

 

TODAY()>Expiration_Date__c

 

Action will be a field update and specify the field that needs to be updated and the value.

 

I'm assuming that the version of Salesforce your running has Workflow Rules.
CRM_MikeCRM_Mike
Sounds interesting, thanks.  Will what you propose operate automatically, or does the record need to be edited for the rule to work?
DV_skierDV_skier

did you ever hear back on this? re: "operate automatically, or does the record need to be edited for the rule to work?"