CRM On Demand - Administration (MOSC)

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Update status based on end date

edited Jun 13, 2013 8:25AM in CRM On Demand - Administration (MOSC) 7 commentsAnswered
Hi everyone, I am trying to create a workflow (or workflows) that will update a status depending on the end date on the record.
eg. Change the status of the campaign to completed when the end date has been reached.

I tried the following on another custom object where we have active and inactive status' but it doesnt seem to work - can someone help me?

Workflow Trigger: When new record saved
Workflow rule condition: [<End_Date>] IS NOT NULL
Actions:
  1. Wait: 0 seconds
  2. Field Update: IIf([<End_Date>]<=Today(), 'Inactive', 'Active')
  3. Wait: Re-evaluate rules after wait is checked.
    Until when: [<End_Date>]

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