Hi everyone,
I need to create an automation where the value of a custom field (Expiration Date) changes the value of another custom field (Status) from Active to Expired.
I’ve read the documentation and created a workflow, but it’s not working.
My settings for the workflow are as follow:
WorkFlow Module: Contacts
Status: Active
Run: Always
Run On: All Records
Conditions:
Module: Contacts
Field: Expiration Date
Operator: Less Than
Type: Date
Value: Today
Actions:
Select Action: Modify Record
Record Type: Contacts
Fields: Status -> Value -> Expired
Can you please assist me with this?
Thanks!
H.