Record should become inactive the following month...

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Posted on by l ringel

Hello everyone.

I'm trying to create a workflow that should change the status of the record on the 25th of the following month, based on the end date.

For example, I have Project Team Member record that the end date is 11/10/17. I want the workflow to change the status to "Inactive" on 25th of the following month which will be 12/25/17.

How do i go about getting this done?

can it be done with a simple workflow, o will i have to write something up for it?

Thank You!

Leibish Ringel

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ashlega 34,477 on at

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RE: Record should become inactive the following month...

Probably nothing out of the box, but you might use this solution to do date-time calculations:

https://github.com/jlattimer/CRM-DateTime-Workflow-Utilities

And, then, once you have the date, you'll just need the workflow to wait till that date

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Zibba360 on at

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RE: Record should become inactive the following month...

Hi

You can write a console app...create organization service on it to connect to CRM. Next, create a scheduled task on Task Schedular that is going to run the console app exe daily. Your console app will get the dates, compare/calculate, then deactivate records that should be.

Another way of doing it but I don't recommend it is through an OOB workflow, include a wait step (to wait 1 month/3 weeks, etc). The reason I don't recommend this OOB WF step is because, in your case, the WF will wait for a month, and at that time, and as many WF instances there are while they are waiting, it will slow down CRM performance.

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ARIFNIIT 1,391 on at

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RE: Record should become inactive the following month...

Create a custom workflow and use wait condition to run it on specific date of every month. Or you can use bulk delete job to schedule workflow on a specific date.

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Syed Ibrahim 6,257 on at

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RE: Record should become inactive the following month...

You can try below approach. Create a calculated field say new_inacticteDate to add 30 days +end date upon create or update. Then create recurring workflow to make thw record inactive and keep the timeout untill the new_inacticteDate is system date and time.

Hope this will work.

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