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How to increment a field by 1 every day until status is Qualified?

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Posted on by USA80

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Hello,

I have a field called "Lead Age," and I need to increment this field by 1 every day while the status = Open. Once the Status = Qualified then the counter needs to stop. What is the best way to do this and how?

Thank you

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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: How to increment a field by 1 every day until status is Qualified?

Hi,

I would recommend to go with Microsoft Flow with Coomon Data Service(Current Environment Connector).

Create New flow select Schedule and configure scheduling properties based on your convenient.

Step 2: Select list records add condition to get only open record

Step : Get Lead Age field current value and store it in variable

Step 3: loop through each lead record and update Lead Age field by 1

Let me know if it helps!
a33ik 84,323 Most Valuable Professional on at

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RE: How to increment a field by 1 every day until status is Qualified?

To create a recursive workflow you can use something like that - www.powerobjects.com/.../

And to update records in bulk you can use one of Workflow Toolkits available (for example mine UWT) to run a recalculation workflow on the set of records.
USA80 2,645 on at

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RE: How to increment a field by 1 every day until status is Qualified?

How would I go about doing this with a workflow?
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a33ik 84,323 Most Valuable Professional on at

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RE: How to increment a field by 1 every day until status is Qualified?

Hello,

I would recommend to create some kind of scheduled service (executed once a day - it could be workflow, flow or 3-rd party) that will be executed once a day and increment the age by one for any lead that is in the status of open.