auto changing status of a record to inactive on a given date

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Posted on by Pete_N

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CRM2016

When a customer (account entity) cancels their contract with us, we set their new_servicestatus to cancelled (new_servicestatus optionset value 2 )

What I would like to do is when the option is set to cancelled, to trigger a scheduled task to deactivate the account on the 10th of the following month

The reason for this is to ensure that the customer is billed for their notice period.

I don't know if I need to put in a field for cancelled and a task is driven from this

I would welcome any advice as to if this can be done and any example code if possible.

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Aiden Kaskela 19,694 on at

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RE: auto changing status of a record to inactive on a given date

Hi Pete,

You can have a workflow sleep (or timeout) until a certain date, but out of the box you can't set the sleep date as "10th of Next Month" - you either need to put in a duration or a specific date. The problem is that you have a relative month.

There is a free add-on I built that will let you do this though - it's called Workflow Elements and it's available from https://kaskela.wordpress.com Install that solution and you'll be able to build your workflow like so:

1) Call activity "Date – Add or Subtract" and pass in the workflow execution date (today), and 1 month. This returns a date time value for a month from now.

2) Call activity "Date - Get Date Components" and pass in the date returned in step one. This has output parameters you'll need in the next step.

3) Call activity "Date - Build Date From Parts" and pass the following parameters, in order to get the 10th of next month.

3a) Day of Month = 10

3b) Month of Year (1 – 12) = (Month of Year (1 – 12) from step 2)

3c) Year = (Year from Step 2)

4) Sleep/Timeout until the date returned in Step 3

5) Deactivate the account

Hope this helps! Let me know if you have any issues. I'd appreciate if you'd mark this as Answering your question.

Thanks,

Aiden