Forum Discussion

GeoffreyHarmuth's avatar
GeoffreyHarmuth
Qrew Captain
8 years ago

change status based on date

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.  
  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    8 years ago
    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])