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I have a custom date/time field where the result is calculated depending on other fields so the result will be dynamic. I created a workflow which will fire if the custom date/time field = NOW().

My question is, will the workflow run even if I did not edit the record? I have tried it many times but the workflow only works when the record is edited and saved manually.

If the workflow wont work this way, what workarounds can I do to achieve this requirement?

Thanks

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  • do you want workflow to be triggered based on custom date/time field changes? Aug 10, 2016 at 4:26
  • How you are currently updating this custom date/time field? Aug 10, 2016 at 4:27
  • Workflow rules are triggered only when the record is updated. The criteria is checked before taking workflow actions. But before criteria check workflow must be triggered by record update. Aug 10, 2016 at 4:33
  • @santanuBoral the custom date/field is updated via Trigger. I want to trigger the workflow when the custom date/field = NOW() without manually edit/save the record. How can I trigger a workflow without record update Aug 11, 2016 at 1:22
  • Is that Erik's answer solves your issue? Aug 11, 2016 at 1:31

1 Answer 1

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Sounds like a task for a time based workflow

Note: It will trigger at the specified time but may not run until 15 minutes later

  1. Create a time based workflow
    • Criteria Edited and subsequently meets criteria
    • Find a field that will cause it to initially execute
    • Set the time based on the date/time field for 0 hours from the value

When the initial criteria from the second bullet is met (Say isClosed = true) is met the WFR sets to fire 0 hours from the Date/Time field.

The neat part is, if the date/time field changes dues to an edit, that alone will cause the WFR to reschedule to the new value of the Date.Time field.

You can test this by creating a TBWFR with criteria of when the Opp is Closed. Have the time trigger based off of a date time. Review the Queue and see it is there. Now, change the date/time field and even though the criteria did not change you will see the queue is updated to reflect the new time.

Aside from that, a batch process would be in order

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  • Hi @Eric, It will work if the record will be edited, however, it must be automated to escalate at custom date/time field value Aug 11, 2016 at 6:56
  • No it does not, I believe you misunderstand how TBWFR act. If the record is created / update to meet the criteria and the date / time is set then the WFR will fire at that time in the date time field. The only time this would not work is if your date time is not set.
    – Eric
    Aug 11, 2016 at 7:00
  • is there any other way to achieve this without using batch job? Aug 11, 2016 at 7:02
  • Yea, with the time base WFR. As I said, it works unless the date/time field is blank. What type of field is your date/time field and how is it set?
    – Eric
    Aug 11, 2016 at 7:05
  • I used formula field. I followed this tutorial sftipshack.wordpress.com/2013/10/21/… Aug 11, 2016 at 7:09

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