Task Status Update with Formula

Discussions concerning general integration topics.

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smstreet83
Posts: 6
Joined: Thu May 04, 2017 1:15 pm

Task Status Update with Formula

Post by smstreet83 » Fri Jun 11, 2021 2:25 pm

I am adding a formula to the task status that will change it from None to Required when the system date is 14 days prior to Settlement. Will this change automatically occur in the background (and show up on my task list), or does the order have to be opened/have a save event for that to happen?

Thanks!

BobRichards
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Location: Raleigh, NC
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Re: Task Status Update with Formula

Post by BobRichards » Fri Jun 11, 2021 2:46 pm

You have asked an excellent question!

The formula will not run when the order is closed. Many people put date related actions in the order and are surprised when nothing happen. If the order is closed, it is inert and does nothing.
Bob Richards, Senior Software Developer, SoftPro

smstreet83
Posts: 6
Joined: Thu May 04, 2017 1:15 pm

Re: Task Status Update with Formula

Post by smstreet83 » Fri Jun 11, 2021 5:25 pm

Good to know, thank you!

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