automatically check AMC End Date for all existing accounts and update AMC Status

[APARNA]

automatically check AMC End Date for all existing accounts and update AMC Status TO NON ACTIVE or active
cAmcEndDate field type is Date

[yuri]

Hi Aparna,

Do you want a background task that checks the AMC End Date and updates the AMC status correspondingly?

It can be done in two ways:

- creating scheduled job by coding;
- creating a scheduled workflow (requires advanced pack).

[APARNA]

we have advanced pack.can please share scheduled workflow sample

[APARNA]

hi,
we have advanced pack.can you please share scheduled workflow sample.Workflow Trigger = Scheduled → it does not show “Conditions” in the Trigger area (top part). then i give formula script in updation action.but not solving

[yuri]

You need to create a List reports first.

The report should list records where both AMC End Date is in past and the AMC status is Active. It will output records that are eligible for changing status to Inactive.

Then, create a scheduled workflow with this report selected. Add an Update Target Record action, set the status to Inactive.

Configure the scheduling of the workflow to run every day.