Record Status Auto Updates
C
Chris Rabbiosi
It would be great if the Status of a record was able to be automatically changed based on a preset time delay from the last change. We are a serviced based company and have commitments to customers to complete service on a scheduled frequency. The ability to bulk update has made it easier, but an automatic status update without manually interacting with the system would be ideal.
Shawn Pickett
We have some similar projects dealing with inspections. Some of them have requirements for a particular date (Jan 1st of each year or the start of the client's fiscal year) and some of them are relative based on the date of the last inspection. Both options would be useful.
Beyond immediate project use cases, I could see using it to automatically push a record into a "Stale" or "Review Required" type status to automatically highlight a record that needs attention. A more concrete example of this would a record that was dispatched (through a status and/or other columns), but has not been updated since the dispatch within a set time period.