Hi, I'm seeking direction. I'm looking to add a custom field for assets titled "Recommended Replacement Date." My overall goal is to fully automate this process. This custom field would analyze the warranty information for assets and provide a date based on specific parameters. For example, if the asset is a Dell laptop, the recommended replacement date would be three years before the warranty expiration date. If the asset is a desktop, it would be one year before the warranty expiration date, and for an iPad, it would be two years before. The dates aren't hard-set I want to be able to change it if needed in future. the finale end goal would be to be able to generate a report that shows recommended replacement date, warranty info, and device location.
Recommend replacement date- Does anyone know how to approach this?
+12- Top Contributor ⭐
Hi.
I’m not sure to get your final outcome:
Are you expecting to automate purchases? Create a PO? Sending an email? Or just populating the custom date filed you’re about to create?
Once you create the field and populate it, you can indeed create a report / analytics to show such information you mention.
As entries are already available in your instance (assets), you would need to use Mass update scenario for that; you could use a CSV with data and update current assets, and for the new ones, you can actually create a workflow to trigger on asset creation and populate the new custom date field with maths you described for the known fields.
Regards,
Yes I'm looking to automatically populate the field based on custom conditions
+12- Top Contributor ⭐
Yes I'm looking to automatically populate the field based on custom conditions
Got it. Thanks for clarifying. Hope the previous suggestions help on this.
Best,
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