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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 Criteria:

AND(
    TODAY() - Date_of_Last_Communication__c = 180,
    RecordType.Name = 'Volunteer',
    ISPICKVAL(Status__c , "Inactive"),
    ISPICKVAL( Sub_Status__c , "Inquiry")
)

However, what if 6 months has past from last communication date and record has not been edited even once since? will the workflow still trigger? if not any other solution to this?

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1 Answer 1

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3

Workflow rules only fire when records are created or edited. Assuming that Date of Last Communication is not a formula (e.g. it contains real data), you can set your workflow rule criteria as:

RecordType.Name = 'Volunteer' && 
ISPICKVAL(Status__c , "Inactive") && 
ISPICKVAL( Sub_Status__c , "Inquiry")

Then set a Time Based Workflow action that triggers 180 days after Date of Last Communication. Consider reading the Time-Based Workflow FAQ and Considerations for Time-Dependent Actions and Time Triggers.

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