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!
Task Status Update with Formula
Moderator: Phil Barton
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Re: Task Status Update with Formula
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.
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
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Re: Task Status Update with Formula
Good to know, thank you!