(Asset: Asset Expires When?greater thanTODAY) and (Asset: Asset NamecontainsEP Test Product)
This works fine, but I need to be able to untick the box once the asset expiry date has passed and I can't work out how to do it. There won't be any update to the asset to trigger the unticking of the EP identifier box and there isn't a set amount of time the asset will be on the system before the expiry date.
How do I go about this?
3 answers
You need to look at time based workflow. This acts like a countdown timer and performs an action when the timer has expired.
Time based workflow are set on record create or when the record is edited to meet the criteria. They cannot be set for every edit. While the record meets the criteria, the countdown timer ticks away. Once the timer reaches 0, the action is performed , i.e. your checkbox is checked.
Setup the rule criteria as follows:
Checkbox = False and when record is edited to meet criteria.
Add a time based action. Set this trigger on 0 days after Asset Expiration Date.
Add the field update to check the box.
