Change a Status Automatically
I have a [Status] field that is a normal text field, with a list inside it. I have a checkbox that automatically checks if an estimate has been open for more than 30 days without becoming an order. Th...
Forum Discussion
You would need to make your 'status' field be a formula as well.
Most people handle this by having a "master Status" and a "manual" status.
That way the formula will update based on dates and other criteria that you define, while still allowing for manual overrides.
Most people handle this by having a "master Status" and a "manual" status.
That way the formula will update based on dates and other criteria that you define, while still allowing for manual overrides.