Hi all,
I have a requirement to change the status of an activity record based on the Due Date as compared to Today's Date, and I'm wondering if anyone can advise the best way to achieve this?
I have the following Statuses available:
1. Scheduled
2. Due this Week
3. Due Today
4. Overdue
When the Activity is created, it could be created with a Due Date that could range from the same day up to several months in advance. The Due Date may also be changed occasionally after the Activity is created.
I assume it would be possible to manage the updates to the Status fields by using a workflow with Timeout conditions, but wondered if anyone could advise what best practice is?
Thanks,
Ryan