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Can a workflow update a contract record when the contract record is already in an Active Status (read only)

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Posted on by USA80

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Hello,

I have a workflow that is based on the contract record. On the record there is a renewal notification field and if the renewal notification value is 60 days then it is supposed to update the Contract record and set the Renewal Notification date to 2 months prior to contract end date. However, this fails because the contract is already in a active status so it is read only.

How can make this work?

Thank you.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

I'm afraid that's not doable. As a workaround you can try do following:

1. Create a custom entity to store any information that you need to edit that is related to Contract.

2. Create a lookup on Contract that will reference that entity.

3. On Create of Contract create that custom record and populate lookup of the Contract.

After that you will be able to manipulate the information in that record from Contract's workflow in the way you need.

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