We take Annual Maintenance Contract (AMC) for computers and that is valid for 365 days.
I have 4 Columns:
AMC Start Date of Type Date
AMC End Date of Type Date
AMC Days (Difference between Todays Date and AMC End Date) of Type Number with App Formula ( IF ( [BT] = AMC Bill, HOUR ( TODAY() - [AMCStartDate] ) / 24, โโ ) ) which means if the Bill Type (BT) is AMC Bill then find the difference in days of today and AMC Start Date
AMC Status of Type Yes/No
I have put this formula in App Formula of AMC Status Column: IF ( ( [AMCDays] <= 365 ), [AMCStatus] = NO, [AMCStatus] = Yes )
NO and Yes are written as Expired & Active in the Yes/No display Values
If AMC Days value is Less than or equal to 365 the AMC Status shows: Active and if it is more than 365 it shows Expired.
Above is working but I have to manually go to every entry edit it so that it refreshes
How to I refresh the AMC Status without manually clicking on edit on every entry?
For example every day at 12:01pm it should automatically check all entries and update the Status to Active OR Expired automatically by running that App Formula for every Row.
Solved! Go to Solution.
Thank you so much for your help!! You are Fab!! God Bless!!
Finally with your inputs I made the below 2 Bots!!
How to Create AMC Status Update Single Entry Bot:
Bot Name: AMC Status Update Single Entry Bot
Event Name: AMC Status Update Single Entry Event
Event Type: Data Change
Table: Order
Condition: [BT] = AMC Bill
Data change type: ALL_CHANGES
Bypass Security Filters?: Enable
Appearance: Select an Event Icon.
Process Name: AMC Status Update Single Entry Process
Step Name: AMC Status Update Single Entry Step
Run a data action
Action to run: AMC Status Update Single Entry Actions
Set row values:
AMCStatus: IF ( HOUR ( TODAY() - [ODate] ) / 24 > 364, Expired, Active)
AMCDays: HOUR ( TODAY() - [ODate] ) / 24
Options: Bot Icon: Select the Bot icon you like.
How to Create AMC Status Update All Entries Bot:
Bot Name: AMC Status Update All Entries Bot
Event Name: AMC Status Update All Entries Event
Event Type: Schedule
For Each Row in Table: Enable
Table: Order
Filter Condition: [BT] = AMC Bill
Schedule: Daily Time: 12:01am
Time Zone: Indian Standard Time
Bypass Security Filters?: Enable
Appearence: Select an Event Icon.
Process Name: AMC Status Update All Entries Process
Step Name: AMC Status Update All Entries Step
Run a data action
Action to run: AMC Status Update All Entries Actions
Set row values:
AMCStatus: IF ( HOUR ( TODAY() - [ODate] ) / 24 > 364, Expired, Active)
AMCDays: HOUR ( TODAY() - [ODate] ) / 24
Options: Bot Icon: Select the Bot icon you like.
God Bless!!
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