Calculate Due Date to trigger a datatype field

[dowuoye]

Hi, would anyone be kind enough to show me how to trigger a database field?

To give context, I have a Datatype (Loan) with a field (loanStatus) tied to an option set with Diburse, Paid and Due values. I have set elements that allow me to trigger the Disburse and Paid to the datatype but the Due is the trick part.

This is due to the fact that this should trigger when on the repaymentDate if the status of the loan has not changed to paid then automatically the Due field should be triggered .

I know that I could use maybe a backend workflow but this but I just have not been able to think through how I could do that most cos I have not really comfortable use backend workflows.

Any help will be much appreciated

[adamhholmes]

What do you mean by ‘trigger a database field’?

Do you mean trigger a workflow? (when a database field changes)?

Or do you mean you want to run a workflow on a specific date/time which is stored in a database field (Date)?

Or something else?

[dowuoye]

I dont mean trigger a workflow when a database field changes .

I want to run a workflow to trigger a field based on date and time . I do have a field of repayment date and to give an example i have given out a loan that should be repaid let say July 31, 2024 . At that same date or later lets say August 1, 2024 if that transaction has not been closed out the field that monitors the status of the loan should automically trigger Due .

I hope this explains what im trying to do.

Thanks

[adamhholmes]

So all you need to do is schedule a backend workflow to run on the Due Date (or a day before, or whatever), to change the field value to Due, but only if it has not already been paid (use an ‘only when’ condition on the workflow for this).

[codefree]

Hey @dowuoye

Agree with @adamhholmes

You need to schedule the API workflow with a “Only when” condition.
Here are some inputs that might help.

Assuming that the Loan Status is Disburse
Then from “Disburse” it can go to either “Paid” or “Due”

That means you need to add another action (See below) in the existing workflow that make the status to Disburse.

Step 1
Schedule a API workflow (say mark-loan-as-due). It should be scheduled for repaymentDate.

Step 2.
Modify existing Disburse workflow to schedule the API workflow

1st Action: Make the status to Disburse
2nd Action: Schedule the API for the future to mark the loan as Due (if not paid).

Let me know it that works for you.

[dowuoye]

Thank you @adamhholmes

[dowuoye]

Great @codefree this seems awesome…will give it a try and fingers crossed this is the winning formula. Much appreciated.