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Update Metdata field when date has passed

gronwmi

Is there a way through workflows, configurations, or something else where I could automatically update a metadata field based on whether a date in another field has passed.

We have a Contract object. This object has two fields that I am looking at reviewing and updating: Contract Status and End Date. The "Contract Status" field has a value list selection of Active, Inactive, Draft, or Void. Once a contract reaches the end of a workflow process, the Contract Status field is set to Active.

I would like to automatically update the Contract Status field to Inactive based on the date in the End Date field and whether that date has passed.

I was looking at a workflow, but I do not see how I can schedule the workflow to run daily and not be based on a specific trigger event. Any ideas?

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  • 0 in reply to Joonas Linkola

    If you have many contracts sitting for long periods before they need change this will add a heavy workload on the server. M-Files server will by default check all objects in the workflow once every hour to see if transition conditions are met. If you have too many objects in the workflow the server will not be able to complete the check in a timely fashion before the next check is scheduled to start. And the server will be busy and therefor slow in response to other user requests.

    You can reduce this workload dramatically by using Property Calculator to handle tasks like this one. It can be configured to run only once per day and to do so at night when users are not working in the vault.

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