NPSP: How do I make volunteers jobs with a past date inactive?

Question

Do you create a process builder for this? Or is there another way to make global changes?

I created a process using Volunteer Jobs object. If First Shift Date <10/15/2018 then make Job inactive, but it didn't work.

NPSP: How do I make volunteers jobs with a past date inactive?

Deanne Walters · Accepted Answer

Your process builder should have type be formula an TODAY() in the value field. That way it will be evergreen not just limited to 10/15/2018.

Process Builder does not work retroactively. So it is only triggered when the record is edited. So you should export all of your volunteer job IDs then put just the IDs back into a mass uploader to update. That will trigger the process builder on them.

Is this a one time thing or something you want to happen on a regular basis?

NPSP: How do I make volunteers jobs with a past date inactive?

Data Management

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