Customer Engagement & Dynamics CRM Forum

Entitlements with End Date of Tomorrow Flow

  • 1.  Entitlements with End Date of Tomorrow Flow

    Posted Aug 06, 2020 11:28 AM
    Edited by Nicholas Arbour Aug 11, 2020 01:09 PM
    Hello All,

    I'm running into an issue and wondering if anyone has done something similar. The scenario is as follows;

    When Entitlements expire you cannot change the status even through a Flow (recently found this out). The status is irreversible. So to prevent that I've attempted to created a Flow that, every night, checks the "End Date" field value on all "Active" Entitlements which have the "Contract Type" of Software Maintenance Agreement. Only if all 3 of those criteria are met, Update Entitlements which meet this criteria to Draft status.

    Here is what my scheduled Flow looks like;

    Recurrance is at 7PM every night. And the Filter Query is 'enddate gt utcnow()' (End Date is Greater Than Today)

    Next Steps:

    Take the value from the Filtered List of Entitlements, apply to each, check the condition that the Contract Type = Software Maintenance Agreement, Status Reason = Active, and End Date = Tomorrow criteria is met, then update those Active Entitlements to Draft status.

    *For the End Date section in the Check Condition is, 'If End Date is equal to AddDays(utcNow(),1)' meaning if the End Date is tomorrow. (at least I'm fairly certain this expression is correct)

    It says it succeeds but nothing ever changes, I have tried running this through a Filter Array as well and although it says it succeeds, nothing changes with this method either. Anyone have any thoughts? Any help would be greatly appreciated.

    Thank you,

    Nicholas Arbour
    Whitefish Bay WI

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