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Schedule Task to update the Status of Quote

Dear Member support,

we have a problem in our C4C Project.

My customer ask me that he want to hav a Schedule task in C4C. This task will be executed each day and his functionality is the next.

Chek all Quote that its Valid Date is lower than actual date, if this condition is true, I need to change the status of the quote with a default value.

I try to do this with Workflow rules standard functionality but i don´t find where I comporare the valid date with the Actual Date, then I have doubed if this functionality could be make with SDK.

Thank you for your helping.

Regards.

Carlos.

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2 Answers

  • Best Answer
    Posted on Dec 09, 2015 at 01:56 PM

    Hi Carlos, If you are not able to find the "ACTUAL DATE" field on WorkFlow Rule Notifications tab, you could define the Workflow rule with no conditions and trigger a CUSTOM Action defined on QUOTES BO. In the Custom Action of QUOTES Bo, you should be able to compare and update. Give it a shot! BR Dedeepya

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  • Posted on Dec 10, 2015 at 11:16 AM

    Why don't you use a Mass data run instead of a workflow rule?

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