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JOrtSDJOrtSD 

Updating checkbox based on active contracts

Hi,

 

I'm trying to create a workflow to automatically update a "Client" checkbox on an account if there is an active contract (meaning the Contract expiration date is greater than today).  How would I accomplish this so that, going forward, if there is a new contract created for an account, it will make sure the checkbox is True? 

 

EndDate isn't appearing in my workflow options for fields to filter on.

 

Thanks,

Joe

NJ101NJ101

Hi Joe,

 

You can try to creating a custom formula (Date) field and copy the End Date. This should be visible in your WF.

 

Cheers,

NJ.