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How do I trigger a workflow to automatically update a record on a particular date?

Question asked by Nigel Kerby on Feb 18, 2016
Latest reply on Feb 23, 2016 by Liam Hastings

I may have missed something simple here but Im having trouble with the following:

 

I have a contract module that includes a start date and an end date for each contract. There's also a dropdown 'status' field that could be active or expired etc.

 

So let's say an active contract record has the end date of 31 Dec 2016.  How do I set up a trigger (either workflow or the new process author) that automatically changes the status from active to expired on the end date.

 

Im using Sugar 7.6.1 enterprise. 

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