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change status based on date

  • 1.  change status based on date

    Bronze
    Contributor
    Posted 03-28-2017 15:28
    So I want the following to happen:

    If a [status] = "Resolved" and the today is the end of the month, the status must change to "Closed"

    I want to automate the closing of resolved tickets at the end of each month. and only leave open tickets on the dashboard.  I was thinking of doing this with a formula text field, but im not sure how to formulate the date logic to make this happen.  


  • 2.  RE: change status based on date

    Top
    Contributor
    Posted 03-28-2017 16:25
    Without some human interaction or a server script you cannot change one field when another date passes.

    You can however create a formula-text field that combines your logic above, to display the either your manually entered status, or your conditional status based on date.

    For Example:  Create a field called [Automatic Status] and use a formula to the affect of;

    If([Status]="Resolved" and Today()>LastDayOfMonth([Date Resolved]), "Closed", [Status])


  • 3.  RE: change status based on date

    Bronze
    Contributor
    Posted 03-28-2017 19:48
    I see how this could work, Ill set it up and give you some feedback. Thanks a lot