CRM On Demand - Administration (MOSC)

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Automating action of completing task and changing owner based on due date.

edited Feb 3, 2011 4:42AM in CRM On Demand - Administration (MOSC) 6 commentsAnswered ✓
ok so this is what I have done so far,

  •  I created a workflow on Activity, and the trigger is "When modified records are saved".
  •  The work flow validation is [<DueDate>]>Today()-20
  • Using the wait after update action, Following are the addtional two functions I have created.
  •  "Update Filed" = Status and "Value"= IIf([<DueDate>]>Today()-20,[<Status>]="Completed",[<Status>]="In Progress")
  • Second update action is IIf([<Status>]="Completed",[<DelegatedBy>]='Mike Tyson',[<DelegatedBy>]=[<Owner>]

The wait time I put in is 0 minutes, however I think I did something wrong because of which these actions are not being triggered.

What I want to accomplish out of this is the following;

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