What do you suggest is a better solution for our agreements to update automatically to "Expired" status during expiration date rather than users manually clicking on the "Expire" button each time? I realized my WF rule will not fire since there was no editing made on the record, I was merely relying on whatever date was attached to the agreement end date field and I am hoping that on that date, Status will update to Expired. Do you know how else I can achieve this automation? Is not doable using WF?
Thanks so much in advanced for your comments and suggestion. If you have questions, please do let me know, too.
Sincerely,
Juhn
2 answers
You have to develop time dependent workflow with 0 Days After Expiration Date.
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Magulan Duraipandian