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Question

change status based on date

  • March 28, 2017
  • 0 replies
  • 57 views
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
      • Registered
      • March 28, 2017
      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])
      I see how this could work, Ill set it up and give you some feedback. Thanks a lot
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