How to change state when date is crossed

[Jay N]

Hi Team,

We have a requirement to change the current state to previous state (On Hold to Review State) when the 'Expected in production date' is crossed.

Thanks, Jay

[Dr Atul G- LNG]

Hi @Jay N 

There can be 2 ways

 - Schedule job, which can run at mid night and can update the state or

- use Flow designer, which is low code and you can do triggers, and actions - Look up records and then update records. The flow designer is much recommended.

[Ankur Bawiskar]

@Jay N 

you can have a flow which runs daily at end of day

Check if the date has crossed if yes then update the state

follow this link where I shared solution and enhance it to update

I cannot seem to get an Email Notification when a record's due date is reached 

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Ankur Bawiskar]

@Jay N 

Hope you are doing good.

Did my reply answer your question?

If my response helped please mark it correct and close the thread so that it benefits future readers.