A huge portion of our vendors are only approved so long as their certifications are not expired, and valid. We can have up to FIVE different certifications with cert expiration dates on a single vendor. Our cert levels are AS9100, ISO9001, ITAR, NADCAP, Supplier Profile.
I have installed a string formula to have three options based on the cert expiration date (which is another field). The three cert options are Approved, EXPIRED, and No (meaning no cert). Below is the formula driving this field.
In order for a vendor to be approved, a vendor must have the cert expiration date be in the future of the current date, which the formula does perfectly below. The problem I am having is that I incorporated this formula on 1/10/2023, so all vendors with expirations after that date were marked approved (as they should have been), but now today which is 1/16/2023, and vendors that had expirations between 1/10 and 1/16 are still marked as "Approved" instead of "Expired." If I go into the vendor card and toggle the date, then the formulas update, but only if I manually do so. This is a big issue, the point of having the formula is that it will auto-update and remove manual processes required by my staff and oversights. Is there a way to schedule daily 'refreshes' with the CRM so these formulas update the results on their own?
If(Len(Tostring(${Vendors.ITAR Expiration}))==0,'No',If(Datecomp(${Vendors.ITAR Expiration},Now())/1440>=0,'Approved','EXPIRED'))
Below is a screenshot of an example. The supplier/vendor in the image below has a profile expiration of 1/15/2023. Today is 1/16/2023, so the formula should have auto-updated the "Approved" status to "expired"
Now if I go in and manually toggle the Expiration date (not change the date, just refresh it), then the status changes to Expired. I want this to happen automatically. How do we fix this?