Rule configuration

In order to automatically change the status of a contract from “Active” to “Inactive” (or vice versa), the settings described below must be made in the rule configuration dialog.

Conditions

Conditions are the trigger for the rule. A condition is always a date on which the rule, i.e. the status change, is to be executed.

In the Execute Reminder On field, select a date field from the contract. These can be static date fields as well as dynamic date fields.

Then select whether the rule should be executed exactly when the date entered in the date field is reached, or whether the rule should be executed n days/weeks/months before or after the date is reached.

When the date is reached, the status is always automatically changed to the other status, i.e. a contract that currently has the status “Active” is changed to the status “Inactive”. A contract with the status “Inactive” is changed to the status “Active”.

Example of a rule

An active contract ends on 31.12.2020 and should automatically be set to the status “Inactive” on this date.

In one contract, the date field Contract end was defined and filled with the date 12/31/2020.

The following configuration is to be made in the reminder:

• Execute reminder on: “end of contract” and “on reaching the date”.