Dynamics Community Forum Thread Details

Business Rule not applying on date field check against now

Hi,
I'm having issues with a business rule not running, and hoping someone may be able to shed some light on the issue.

We have a table called Licences, which holds licence details and the expiration of the licence.
In this table, we have three relevant columns:

Expiration Date (the manually entered date of expiration of the licence)
Date check - now (a calculated date field with the formula: AddDays(( - 1), Now()))
Date check - 30 days (a calculated date field to identify the date 30 days in the future: AddDays(30, Now()))

The two date check fields are auto-calculating and working.
I'm now trying to use them in a business rule to change the status reason field to

IF
Document expiration less than Date check - current and Status is Active
THEN
Set Document Status to /🔴 Expired/
ELSE IF
Document expiration less than or equal Date check - 30 days and Status is Active
THEN
Set Document Status to /🟡 Expiring Soon/
ELSE IF
Status is Active
THEN
Set Document Status to /🟢 Current/
ELSE

If I update a record, it updates the status fine, but as dates change through natural passing of time, the status doesn't change (even though the date check fields do).

Can someone please assist in identifying what I'm doing wrong?

Thanks
Luke

Categories:

Other Functionality

Dynamics 365 Administration

Customization / Solutions / SDK and API

Quick Links

Leaderboard