Question & Answer
Question
Is it possible to change a person's status to inactive based on a termination date using an escalation?
Answer
Yes. You can create an escalation that queries for the TERMINATIONDATE value on person records. In this case, the criteria looks for records that are currently set to ACTIVE and the TERMINATIONDATE is before the current system date. The system date format used in this example is for a SQL Server based environment. You may need to change this format depending on the database platform being used.
The action should look something like this.....
......and the change status value should look something like this......
When creating this type of escalation you may also want to add some criteria to the condition to confirm that the person is not part of a person group, assigned to open work orders or tickets as you will not be able to change the record's status to INACTIVE if that is the case.
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Document Information
Modified date:
17 June 2018
UID
swg21569798