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BPM date fields

Leaya Putnam

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? 

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    Hi Leaya, even if you find a way to do this with Sugarlogic and BPM, these won't run unless the record is interacted with, or you have a custom scheduler that runs to recalculate the fields.

    What may be more problematic is that if you auto close meetings, that will mean that any meetings that were cancelled or not held will also be marked as held. Far better to train staff to use Sugar on their mobile devices to update meetings immediately after a meeting, and use their devices voice to text functionality to add a note to the meeting.

    Good accurate data will always be more useful than data made to look tidy for someones dashboard.

    Ben Hamilton (more)
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    Hi Leaya, even if you find a way to do this with Sugarlogic and BPM, these won't run unless the record is interacted with, or you have a custom scheduler that runs to recalculate the fields.

    What may be more problematic is that if you auto close meetings, that will mean that any meetings that were cancelled or not held will also be marked as held. Far better to train staff to use Sugar on their mobile devices to update meetings immediately after a meeting, and use their devices voice to text functionality to add a note to the meeting.

    Good accurate data will always be more useful than data made to look tidy for someones dashboard.

    Ben Hamilton (more)
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