BPM date fields

Question

If there was a meeting that had been scheduled and the date/ times has passed, and sales has not updated the meeting, can the status automatically update to CLOSED or something equivalent. 
 I was trying to achieve this using BPM but I cannot use the criteria scheduled date is less than the current date - is their another way to achieve this?

Leaya Putnam · Answer

Hi Leaya, I agree with Ben regarding potential problems. 
 User laziness to not update that a meeting was held should not be tolerated, mainly because that would also imply users didn't also update the notes or the meeting outcome which sometimes could warrant another action. 
 I would suggest adding the 'Planned activities' dashlet to their main dashboard so they can see overdue Meetings and Calls so they can address quickly with simply click to either close as held, cancel, or go to the outstanding record to update everything. 
 I actually know how to achieve what you want but thought I'd try and get you to evaluate the advice for best practice first. Hope you're not offended