0

I want to send chatter feed notification and create task with the help of time dependent workflow. Condition is, I have one formula field on contract which calculates notification days of contract.

  1. If send_notification checkbox is true and notification_days__c=120 then add chatter feed before 120 days on account page and create task.

  2. If send_notification checkbox is false and notification_days__c=180 then add chatter feed on account page and create task before 180 days .

Will you please help me in creating this?

Thanks.

1 Answer 1

0

You could divide this implementation in 2 parts.

  1. Using workflow flow rule to send time-dependent action like creating task and update an indicator in Contract record lets say "fireTimebasedFlow" boolean to true.

Be sure to select "Re-evaluate Workflow Rules after Field Change" checkbox in field update.

  1. Create a Process Builder process on Contract Object when fireTimebasedFlow = true and define action 'Post to chatter'.

Refer this Use Process Builder to Post to Chatter trailhead for more details

3
  • Thanks Santanu for reply. I tried the given solution. But after workflow execution my task is creating and field is also updating to true. but then process builder is not executing. If i edit the task manuaaly then process builder is executing. Can you please help.
    – rani rube
    Commented Apr 6, 2017 at 9:56
  • In workflow field update you will have an option to select a checkbox to run the workflows which are met due to this field update. please try that option.
    – sunny
    Commented Apr 7, 2017 at 2:31
  • Sunny has mentioned correctly, you need to select that checkbox at workflow field update. Updated my ans Commented Apr 7, 2017 at 3:04

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .