07-14-2019 03:39 PM
07-14-2019 03:39 PM
I have a list of clients in an accounting firm that all have fixed dates for various reasons. Once the client is entered into the list with their corresponding dates for this year (2019) I want to avoid having to go back into the list again and update the year for 2020. Is there a way I can update these dates automatically at the start of each new year?
Thanks and look forward to any guidance you may have.
07-14-2019 06:36 PM
Would you mind to elaborate a little on the SharePoint list and give an example of the metadata? Is this year like a Year date column? If I understand you correctly, you are wanting to update all existing list items with a new year? For example, there is a column called "renewal date" that are all 2019, and you want this to automatically roll over to 2020? There are a few ways you could handle this depending on the configuration:
If you give me a little more details of the list I can make a more pointed recommendation.
07-15-2019 07:17 AM
Thanks for the follow-up Doug!
The dates I have are dates associated with when a client's payroll is due, or when taxes need to be done etc. So each year, the date in terms of month and day remain the same but of course, the year needs to change for each new year. To you question (@If I understand you correctly, you are wanting to update all existing list items with a new year? For example, there is a column called "renewal date" that are all 2019, and you want this to automatically roll over to 2020?), yes, 100% correct.
I've attached a screenshot for you if that helps.
07-15-2019 04:13 PM
Great thanks for confirming. The best option here would be a Microsoft Flow. I did a quick test and in simplest terms it takes a trigger and 2 actions:
I'm using an expression for the value but you could use OOTB actions for this. Here is my Flow:
The Start Date in my example is the column to update. I use the following expression: