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Update the Date Field if it eaquals to Today's Date

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Posted on by Sabina S

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Hello Dear Dynamics Commutiny,

I wanted to setup a workflow to update/add 1 year to an Account Date field IF it is eaquals to Today's Date. Example:

I have:

Support Exp Date = 1/28/2021 (simple date field)
Auto-Renewal = Yes (option set)
Today's Date = 1/28/2021 (calculated date field)

I need to create a workflow that will check the following conditions:

Is Auto-Renewal = Yes AND Support Exp Date = Today's Date?

Then I need to update Support Exp Date to:

Support Exp Date to be updated to 1/28/2022 (1/28/2021 + 1 year)

I've created a workflow, but it doesn't run and update my field (attached a screenshot).

Could you please help me to find what i did wrong?

Workflow:

IF Condition:

Update Properties:

Thank you in advance!

Categories:

Customization / Solutions / SDK and API

Dynamics 365 Administration

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PabloCRP 1,086 on at

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RE: Update the Date Field if it eaquals to Today's Date

Is this WF trigger by some kind of integration or it's called Ondemand?
Community Member Microsoft Employee on at

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RE: Update the Date Field if it eaquals to Today's Date

Hi Sabina,

Firstly, you can go Settings > System Job to check the workflow which step meet error.

And you need ensure the workflow has been trigged, which means that you need set correct ‘Start When’ section in the workflow.

Then you need change ‘scope’ of the workflow, I noticed that the scope screenshot shown is ‘User’.

In Dynamics 365, scoping acts just like security access levels granted to users and it works by allowing constraints on the records to be affected by the process. Simply put, workflow scope defines the level of records that a workflow can have an effect on.

The User scope means that workflow will run only on the records owned by the same user as the workflow user, so You have to change it while creating a workflow to allow the workflow to work for someone else.

Regards,

Leah Ju

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