Time-dependent workflow actions are executed at a specific time, such as ten days before a record’s close date. When that specific time passes, the workflow rule re-evaluates the record to make sure that it still meets the rule criteria. If it does, the workflow rule executes those actions.

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2
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2answers
17 views

Need a Workflow rule for a field unchanged for last 90 Days

Flag is a Field on Contact Object. Trying to Create a workflow rule to create a email if the Flag is checked and unchanged for 90 Days If the Flag is unchanged for 90 Days then it need to run workflow ...
0
votes
1answer
33 views

Salesforce queue email notification customize and auto trigger based on time

In my Salesforce Org, I got a custom object and queue. when a new custom object record created will assign to this queue by workflow. My question is how to accomplish following task: If this record ...
0
votes
1answer
33 views

Workflow rule (time based) that updates the status of a contract from “XYZ” to “Activated” does not flip the status

I am writing a simple workflow rule (time based) that updates the status of a contract from "XYZ" to "Activated" on contract start date but it does not flip the status when it fires off. I have ...
3
votes
1answer
72 views

Do time-based workflow rules cause triggers to fire?

I am wondering if time-based workflow rules cause triggers to fire. The use-case is I use a trigger to look for a field to be checked and then send an email out via a trigger (workflow rule is not an ...
0
votes
2answers
51 views

Time-based Workflow Rule Criteria

When a time based workflow action is created; Does it re-asses itself against the current workflow rule or the rule criteria that it originally was triggered under before it physically triggers ...
0
votes
1answer
32 views

how to do timer workflow

i want to activate timer workflow for the below scenario. i dont have much knowledge in salesforce. please help me with example or link. Once a pet has received the maximum number of adoption ...
1
vote
1answer
32 views

Time-based workflow, total queued limits

I've read the documentation and it is clear that there are execution limits. I am more interested in the total gross numbers of time-based actions that are queued at a time. I.e. I undestand that if I ...
1
vote
2answers
63 views

Hourly limit exceeded for processing workflow time triggers

I think I received this message because too many time-dependent workflows were scheduled. I did a research and what I can find is : https://help.salesforce.com/apex/HTViewHelpDoc?id=...
3
votes
1answer
32 views

Time Dependant Workflows and transactions

The environment setup is as follows: 1) there is a workflow triggered by some criteria which has a time dependent action which will update a field on the object. 2) With apex-code I update a List of ...
3
votes
1answer
35 views

I want to change the record type of contact if 6 months has passed since 'last communication date'

i have written a workflow rule that will Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria, which eventually will change record type of contact. Rule ...
0
votes
1answer
38 views

Help in a formual field for workflow rule criteria

I have a requirement ,where certain conditions should get met for an email notification to go the owner before 100 days of the contract end date. So i have created the a time based workflow rule and a ...
1
vote
1answer
35 views

unable to run Time dependent workflow with these conditions

Hi I'm new to sfdc and I'm unable to run a time dependent workflow. My requirement is whenever close date of opportunity equals today & stage !=closed won or closed lost i have to do a time ...
0
votes
1answer
37 views

Can I send daily Reminder Emails with a List of Open Cases?

Is it possible to send out daily reminders to users/contacts a list of open cases? I've looked into some workflows, but they would end up sending multiple emails. I'm looking for a succinct way to ...
1
vote
0answers
18 views

Can we send the follow up emails on the already send system email?

I have a requirement, as per which the system sends an email notification in each quarter to the Account contact for some document submission. Now, the system has to send a follow email after every 7 ...
1
vote
1answer
42 views

Replicate Time Dependent / Scheduled Action Using Apex Code

I need to send an email to Contact(s) listed in my Opportunity Contact Roles, 24 hours after an Opportunity has been Closed/Lost, if the Opportunity hasn't been reopened in the meantime. So ...
1
vote
1answer
43 views

Time based workflow actions

In my scenerio I have created a time based workflow action which would send an email to owner of an opportunity based on a criteria. The workflow action send email after 15 days. Many of my records ...
6
votes
2answers
87 views

Process Builder still fires timed actions even when it no longer qualifies

I have a PB flow which is meant to send reminders to change an opportunity's stage after a date has expired. There's multiple emails that go out -- an hour after the date elapses, a day after, etc -- ...
2
votes
1answer
32 views

Time based workflow queue

Currently i am sending notification to owner and manager of lead after 5 days from lead creation based on few user profiles rule criteria in workflow. Now i need to send notificatios only when status ...
0
votes
0answers
30 views

How to block workflow firing based on time based workflow?

I had WF rules, my criteria is created, and any time it's edited to subsequently meet criteria and then condition two fields called field1 == salesforce, field2 == SFDC and then action is email alert ...
-2
votes
1answer
48 views

Time-based workflow fires when

If I have a time-based workflow to fire on a certain date, determined by a date field, when does the field update happen? Is it at midnight on that day? Please provide a reference if possible.
0
votes
0answers
24 views

How can we achieve “Evaluate the rule: record edited to subsequently meet criteria” in another way

I have one custom object (certification). When the Active field becomes true in certification record, i am going to send email to contacts which related to Account with the certification. I am ...
2
votes
1answer
62 views

Time based workflow not triggering an update trigger

The scenario is simple - we have a date field called "End date" on Order. When end date is reached, status of Order should be made as "Cancelled". Also, all cases related to any cancelled orders ...
6
votes
2answers
101 views

What causes time based workflow to run as “automated process”

I have noticed over the last month or so that the "Automated process" user is being used to complete time based workflow actions instead of the triggering user. This is causing some issues with email ...
0
votes
1answer
71 views

Process Builder not getting triggered on update to field via time dependent action

I have a Process Builder process that 'watches' updates to 3 fields on the Case object, and on updates to any of these 3 fields, does stuff (sends a message to a AWS SQS Q). When any of those 3 ...
1
vote
3answers
38 views

How are records batched from Time-Based Workflow updates

Wonder how Salesforce handles batching records in relation to execution context. For example, if I have a static variable that tracks the records being processed by a trigger: trigger MyTrigger on ...
1
vote
0answers
43 views

Past due Time-based workflow with criteria set from other workflows

I have a very unique condition happening during a time based workflow that is causing some unexpected behavior. I am curious to know if anyone has had a similar experience and if I am correct in ...
0
votes
1answer
81 views

process builder - scheduled actions

I have a strange situation where my immediate actions are executed but the scheduled actions are not. I see nothing in the Paused and Waiting Interviews section. Any suggestions how to debug this?
1
vote
0answers
34 views

Workflow rule and chunk size

There is a workflow rule with time-dependent action for Lead. And there is an update trigger for Lead. For example, it is going to do an update for 2000 leads. How many leads will be passed to ...
2
votes
1answer
83 views

Cannot Deploy Workflow With Time-Dependent Workflow Actions

I am trying to update a Workflow Rule which has Time-Dependent Workflow Actions through change set, but I am blocked by the below error. This workflow rule currently has pending actions in the ...
0
votes
1answer
45 views

Workflow limitation on field update

Can I do Field update on a field with Logged in User ID? If not, please let me know a work around for that if possible. Thanks in advance!
0
votes
1answer
116 views

Help on Workflow Time Trigger. How to send email alert everyday?

I would like to send an email alert everyday until the picklist is updated. Scenario: When my agent selects a picklist of "email" it will send "A" email alert to the email desired. However, I ...
1
vote
1answer
58 views

workflow rule that changes a picklist value

I am trying to develop a workflow rule that will change a certain picklist value of the Pipeline field based on a certain criteria. I've created the workflow rule Test Workflow Rule and set the ...
2
votes
1answer
49 views

How to set a workflow to not fire on a certain day?

I have a WF designed to detect cases that weren't handled in the past 24 hours and notify TL. I want this WF to fire everyday, apart from Saturday. Status = New and Case.CreateDate is not a Saturday. ...
0
votes
1answer
67 views

Time-based Workflow Question

Is it possible to activate a time based workflow on the day OF a date field? The options are "before" or "after" a date. Will "1 hour after" a date work? OR "0 days after" a date
3
votes
1answer
280 views

Time-Dependent Workflow rule not working

I have a time dependent workflow rule that doesn't work. Criteria: A case object's status is changed to "X" or "Y" after 3 days - send email alert after another 4 days - send another email alert ...
1
vote
0answers
110 views

Retrieve a field from the latest record in a child object

I am wishing to have a formula field on a parent object (Clients) that will locate a field from the latest record in a child related list (without apex). The related list is from a lookup field. The ...
0
votes
2answers
72 views

Do time based Workflow email alerts use latest details?

I have various time based email alerts that fire when a record is created, although they might not be due to send until 30 days after the record is created. I can see them in the time based workflow ...
2
votes
1answer
135 views

Delete Inactive Workflow

I am getting below error while trying to delete an Inactive Time-Based Workflow. Can someone suggest how to delete that? Error: Cannot Delete this Workflow Rule This workflow rule ...
0
votes
1answer
132 views

Unable to add time-dependent trigger to workflow rule

I have a workflow rule with a time-dependent trigger on it. It's been working fine for years. I now have a requirement to add an additional time-dependent trigger to the workflow rule. I disabled ...
2
votes
1answer
49 views

How can we identify all the workflows in the system which have Time-Dependent workflow actions?

I have around 50+ workflows rules in our org. And there may be around 5 to 10 rules which Have time dependent workflow actions. How can I easily identify which workflow rule has one?
1
vote
0answers
77 views

Tips to prevent errors in execution of time-based workflow?

Our implementation includes a number of time-based workflow rules. Due to high volume, we have been experiencing frequent occasions where execution of updates to some records in the time-based ...
2
votes
2answers
616 views

APEX CPU Time limit exceeded error. Any suggestions?

We have this nightly code that runs in our org. Recently, we started receiving APEX CPU Time limit exceeded errors and we're looking for ways top optimize the code. Anyone have any suggestions on ...
1
vote
2answers
240 views

time dependent workflow-action execution order

Does someone know something about the action execution order please? I have defined a workflow named Update Access Granted. And I can see some scheduled actions from Set up -> Monitor -> Time-Based ...
3
votes
2answers
173 views

Salesforce time dependent workflows, same field update at the same time

Let's define some identifiers before we start, in order to make things clear. I have some Account objects and some related Opportunity objects. Each Account object has a Access__c field. Each ...
1
vote
0answers
94 views

Send email to Users at 11PM in a Scheduled class. Each User has different time zone

I want to send email to users at 11:00 PM, When certain criteria is met. I tried to accomplish this by Time-Based Workflow rule, but failed, as we cannot run a workflow rule on a specific time of day.....
0
votes
1answer
402 views

Timebased workflow rule, does it fire if the date is changed?

There are a lot of questions about time based workflows here, but I didn't see the answer to mine. I have a time based workflow rule. The entry criteria is true when a checkbox is checked. Now there ...
0
votes
0answers
74 views

running time dependent workflow when datetime changes

Is it possible to fire a time dependent workflow rule where the criteria is anytime a datetime field changes, fire the time dependent action 2 hours before the datetime field? I can't seem to get ...
0
votes
1answer
192 views

Workflow Rule and Time Dependent Email alerts

I am having an issue with getting my email alerts to work. i have got them to work however they only work upon creating and editing. story: I have created a custom object with a custom field called ...
3
votes
1answer
254 views

Queued Timebase workflow not firing after scheduled date

I have a time-based workflow that should have fired by now. I can see the entry still sitting int the queue. It's now 15 minutes past when it was scheduled to fire. Wondering why it hasn't fired ...
1
vote
1answer
89 views

Add time trigger

After clicking on "Add time trigger" button in Workflow rules (for time dependent WF)..we have Days/Hours , Before/After and Rule trigger Date/ created date/modified date DROP DOWNS. My question is ...