Auto Status Update of Contacts Based on Expiry Date

đź’¬ General Discussion
1

Hi,

As I am new to SuiteCRM and now in the midst of trying out this solution, I want to see help for the following:

  1. I will be creating new contacts and 1 field will be to put the expiry date.

  2. I would like to have a Status field that says “[color=#00ff00]ACTIVE[/color]” or “[color=#ff0000]INACTIVE[/color]” based on the expiry date. If the expiry date indicated is earlier than the current date, it will show as “INACTIVE”. Likewise, if it is later than the current date, it will show as “ACTIVE”.

For example:

  1. Expiry date for a contact is Apr 30, 2016
  2. When I login to the system and current date is Apr 27, 2016, the status field will be ACTIVE.
  3. When I login to the system on May 1, 2016, the status field will show as INACTIVE (auto update) by itself.

How can I achieve this?

And I would like to be able to search based on STATUS in the Search and Email module.

Please help. Thanks.

–
Mashal

2

You can add new fields via studio. After you’ve added the status field you can add it to the search view if you want to search by it.

In regards to automatically changing the status after the expiry date has passed you can set up a workflow to do this.

1 Like
3

Hi Ewan,

Thanks for the info. I had created some fields via Studio and it is working.

As for setting up the workflow, are you able to give me some tips on how to do this?

Thanks. :cheer:

4

Hi,

Can anyone give me some good tips on the workflow or bring me to the documentation link so that I can read to see how to configure the workflow?

Thanks.

5

https://suitecrm.com/wiki/index.php/Userguides#Advanced_OpenWorkflow

best regards

1 Like
6

Hi Mike,

Thanks for the link.