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Question

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

  • February 11, 2019
  • 0 replies
  • 26 views

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
    This topic has been closed for replies.

    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.
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