Workflow for a date reported yearly

[camille]

Hello,

I'm trying to create a workflow that will regularly update a date in each of our accounts:

- For each account we have a renewal date which is updated yearly
- I want this figure to update automatically when the year is up --> i.e. Accounts that have a renewal date of today's date (3/27/2020) will roll over to the next year (3/27/2021)

What is the best way to regularly update this? Any suggestions are appreciated.

Thank you,
Camille

[Maximus]

Hi Camille,
Well, you need to create a scheduled workflow based on the report.
1. Create a 'List' type report for Account with a filter (if your date field = today).
2. Create a scheduled workflow:
Schedule: 0 0 * * * (runs once a day at midnight)
Report: select created report
Action -> Update Target Record -> 'your date field' (today/now -> plus -> 12 -> months). Or you can use Formula to increase a year value +1 either.