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Task Status Update with Formula

Posted: Fri Jun 11, 2021 2:25 pm
by smstreet83
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!

Re: Task Status Update with Formula

Posted: Fri Jun 11, 2021 2:46 pm
by BobRichards
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.

Re: Task Status Update with Formula

Posted: Fri Jun 11, 2021 5:25 pm
by smstreet83
Good to know, thank you!