on 06-18-2018 6:33 AM
To prevent ‘stale’ leads lingering in our system we have a business requirement to implement workflow to automatically change the status from ‘Qualified’ to ‘Declined’ after a set number of days e.g. if qualified leads have been open for more than 60 days.
I have attempted to implement this via a scheduled workflow however the status filed is not available for update.
Does anyone know if it is possible to achieve this without implementing an SDK change?
Hi Prasanth
Many thanks for your response however afraid I don't understand what you mean by ‘checking for Rule Model Validation over the field Status and check on the parameters like Life Cycle Status to define a condition.’
Can you provide further detail of how this would be used to meet the business requirement?
Regards
Iain
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Ideally the only option we can check for is a Scheduled workflow , but as rightly mentioned by you , there is no possibility to use Field Update while defining actions on Field Status as it is not available.
Alternatively you can try checking for Rule Model Validation over the field Status and check on the parameters like Life Cycle Status to define a condition.
If the above option doesn't yield an output , you might need to go for SDK change
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