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We have an entity called Agreements which has a status and an expiration date. I want to create a method of automatically (no trigger) checking the expiration date on every agreement record and if the date is equal to today's date, set the status to "Expired". I would prefer not to have a job running in the background 24x7; maybe a scheduled job to run at midnight nightly.
What is the best method of accomplishing this? Thanks!
Hi,
If your CRM is hosted on cloud then go with option suggested by Leah.
If your CRM is hosted on onpremise then Console Application is best option to achieve your requirement. And Schedule your Console app using Tasks scheduler on your server.
Hi DawnK,
Scheduled flow ca help you achieve it easily, A scheduled flow specifying when the date/time the flow will run and the frequency of the scheduled flow (once, daily, weekly and monthly) and provide additional filter conditions for the records.
Here is the screenshot of the flow:
Here are details steps about the flow.
1.Go Power Automate(https://us.flow.microsoft.com/en-us/ ) to create a Scheduled flow.
2.Add ‘List Records ’ action.
3.Add ‘compose’ action.
4.Add ‘condition’ action:
5.Add ‘update records’ action:
6.Save and test the flow.
Regards,
Leah Ju
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