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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Workflow/Plugin to che...
Microsoft Dynamics CRM (Archived)

Workflow/Plugin to check if a record has been modified daily

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Posted on by Community Member

Hi Guys,

I've hit a requirement I'm struggling to develop and was wondering if anyone's had a similar issue.

Basically, if you tick a checkbox on record A (example) , saying that the record needs updating daily, then two date-time fields appear, where you set two dates (both on the same day) and two times in which the record would need to be updated daily 

For example: Record A needs updating daily between 08:00 - 15:00. 

If this record hasn't been updated in this time, this needs flagging. A simple checkbox saying it needs updating would suffice, as we could have a view displaying all records which need updating etc...

Anyone have any ideas around this? Completely stumped :(

Let me know if this needs explaining better!

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  • Community Member Profile Picture
    Community Member on at

    Hi!

    I think you should add 2 fields Last Modify Date (modify date by your logic this is not modified on field, I think you will update this field when update your checkbox) and your CheckBox field Modified Today; every night at 12 you can update this checkbox with value false (this can be WF). As a result you will have your checkbox with daily modification, and also you will know when you modify this entity by your custom logic last time.

    Dynamica Labs http://dynamicalabs.com/

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  • ashlega Profile Picture
    ashlega 34,477 on at

    That checkbox may have to be reset at 8:00 am rather than at 12, though (or whatever time you'll put into the first datetime field). This could be a workflow which will wait till 8 am, reset the checkbox, and start itself as a child worfklow

    You'll need to set the checkbox to true if an update happens between 8 am and 3 PM.. that could be a plugin. Or that could be a javascript (added to the "onsave" of the form, for example)

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