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Change field on a specified date - fire change actions: Case Management

  • 1.  Change field on a specified date - fire change actions: Case Management

    Posted 02-11-2019 11:37

    I am creating an
    application for case management.   A case can have a status of being open, closed or pending.   When a case is put into 'pending' status, a date is set for the status to change to 'open'. 

    How do I get the action to fire without opening or editing the record?

    The idea is so that users have a work queue (dashboard report) which only shows cases in open status, not pending or closed. 

    Any advice appreciated


  • 2.  RE: Change field on a specified date - fire change actions: Case Management

    Posted 02-11-2019 11:40
    I suggest that you make a formula field for the [Status final] which takes into account the manual changes to the [Status field] and any other date type formula calculations.