This article must be used in conjunction with understanding tenancy status
There are two ways to approach this:
** THESE MUST NOT BE USED IN CONJUNCTION WITH ONE ANOTHER. CHOOSE ONE ROUTE ONLY
This is useful if you apply the same business decisions to a status change across the portfolio
The workflow for this can be seen below
To set this up go to prefrences>tenancies>tenancy status
Please note the switch to past is either on end date or move out date but can`t be on both
This is the preferred method for those portfolios that are mixed and where a specific tenancy type and subtype behave differently from one another. In the example below, there are two scenarios in this portfolio when dealing with tenancies that are coming to an end.
This section is linked to understanding customized triggers Please read this first and then move on to below
1. Students need to go from current to ending 30 days before the end date of the contract.
Set the trigger and the conditions
Create the action to update the status field to ending
2. Professional need to go from current to periodic 1 day before the end date of their tenancy
Set the trigger and conditions
Create the action to update the tenancy status
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