Need to change a status on a record based on a field's date compared to today

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Posted on by rmcanally65

Hi all:

I have a custom entity that has a start date and an end date; the data is static unless the end date is changed (i.e., the customer purchases another subscription period). My problem is I need to make the record inactive if the end date passes today with no further action.

I am not sure how to do this best: do I need another field (hidden) with today's date to compare to the end date? Do I need a workflow to trigger this?

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ansrikanth 3,115 on at

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Hi

I dont think it is that easy to get it done with a workflow. I would suggeest to go for a saparate console application which executes every night and will check for all the records that needs update on that day and will close the records using Bulk Request. I think that should be pretty stright forward and effective interms of performance/server utilization etc.

Thank you

Regards

Srikanth

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Abed Haniyah 4,287 on at

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Dear Robert,

You can do it by using workflow with adding “wait” step in your workflow.

Please refer to : gonzaloruizcrm.blogspot.com/.../quite-often-we-have-business-process.html

blogs.msdn.com/.../part-1-happy-birthday-via-workflow-using-client-side-scripting.aspx

Regards,

Abed.

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rmcanally65 on at

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Thanks, Abed...I am testing that right now.

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ansrikanth 3,115 on at

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Hi, There could be potential chance of performance hit with recurring workflows if you are expecting "more ??" number of records.

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Community Member on at

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The approach described in my reply to this thread is probably the one to go for, adapted for your scenario:

social.microsoft.com/.../crm-2013-workflow-that-has-to-send-a-notification-after-3-months-from-product-end-date

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rmcanally65 on at

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Thanks, Adam. I think this will work perfectly.

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Carol J Kelly 7 on at

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Srikanth, I need to create this console application to update date every day for a custom entity. I have a calculated Date(Now) field, date only. I added javascript to this when it changes to update a Date simple field that runs a workflow. Problem is the calculated field is changing but not firing the event. Must have to open up all the records which is not an option, there are 1000s of records. This console app needs to grab all active records statecode active(0) and update simple date field field to Now() at midnight. Any code examples would be helpful if you have some... if not no worries.

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