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Former Member
Feb 25, 2009 at 03:27 PM

Automatic Update of Dates in the Transaction based on the date rule assigne

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Hi Friends,

This might sound very basic but, it is a major issue at the moment in our project

I have a date type Today-20 days

I have created a Date rule Today-20 days

and assigned to the Date type and then to the Date profile and the date profile to the Transaction type

when i create an Opportunity it takes the system date as Todays date and the Today-20 days is also calculated correctly.

Till now everything is fine.

But the next day when i open and see the opportunity the Todays date is still the system date from yesterday and also the Today-20 days is the same what i saw yesterday

Unless i explicitly click and change something in the dates, they dont refresh automatically

I need a mechanism to trigger the automatic update of dates in the Business Transactions

so as to trigger an action if an opportunity is open but not touched for 20 days

Any advise would be appreciated and rewared as points.

Thanks and Regards,

Raj