CRM 2016: Business Rule - Set to change a field when a date has passed - Works but not automatically
I have a Business Rule setup to change a field "Status Reason" to "Expired" when the "Sub End Date" has passed.The Rule works but not like i need it to. I would like the update to happen automatically.
From my screen shots below you will see...
The View shows the "Status Reason" as "Active" and the Sub End Date 3/14/2017 which has passed (so this status reason should be show "Expired")
When you open up the record you see the "Status Reason" field shows "Expired", I have to save the record in order for this to be set and for the View to show "expired".I need field updated to "Expired" and the View to show "Expired", automatically.I have created New data after the business rule was created to test this and still does not happen automatically... So what Am I Missing? Is there some job that needs to be created that would make this happen daily?
There is a property called Scope on the top right corner of the business rule. Set it to "Entity". In this case, we do not need to open the Dynamics CRM form for the business rule to fire. Business rule will fire even if the business rule condition is met by doing an SDK operation via plugin or workflow.
That's what I have. Scope is set to Entity.
Again I have a record that had a 3/15/17 End date and when I just looked at the Subscription View I see the Status Reason still shows "Active" not "Expired" (opening the record the status reason will show "expired")
I appreciate you taking the time to respond to my posts, I need lots of help since i'm new to this. So all the answer you can provide are greatly appreciated.
I created a field called "Today" Date/Time Calculated action of "Now()" so that's where the "today" is coming from within my Condition.
If I can't do this in the rule, how else could I get this to happen? I need field "status reason" to change to "expired" when the sub end date has passed and it would need to happen automatically.
You might want to consider making a background workflow process that will 'wait' the 'sub end date' and if it passes, then change the status of the record then. You'll want to do another condition check to ensure it hasn't already been Expired.