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I have a Date field on Account Entity. ExpiryDate. This expiry date is set manually on the account.
I want to trigger a plugin/workflow if expiry date is today and update some fields.
Any suggestions on how to do this?
Hello,
You can accomplish this by using System workflow and a custom workflow (C# code).
Custom Workflow
Create an on-demand workflow, In your workflow add a step to check if ExpiryDate equals today’s date. If this condition is true then trigger the custom workflow to update the fields that you need to.
System Workflow
Put Wait until condition in Workflow, trigger is on record created.
You can include a Process Timeout in a workflow by selecting Add Step > Wait Condition,
Process Timeout Equals Account."ExpirtyDate", if expiry date is 31st December 2020 then workflow will wait till 31st Dec and that day it will move for further steps, after that you can put update step which will update fields.
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Thanks & Regards,
Ankit Shah
Hello,
If the field stays unchanged - it can't trigger the plugin or workflow.
What you can use in your scenario is the waiting workflow - blog.clickdimensions.com/.../
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