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I feel like I may be missing something obvious here, but I have a certain field that is populated with a future date. I would like to ensure that follow-up tasks are created when that due date lapses, i.e. it is not updated to a date further in the future. Note that there is no activity on the record that would cause a workflow rule to fire.

Is creating an APEX job the only solution for this? I would have figured that there would have been some kind of platform-based tool that would address this as it seems like it would be a fairly common use case.

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  • What causes the date to be updated further in the future? Why does a workflow rule not satisfy your needs?
    – sfdcfox
    Mar 22, 2019 at 3:25
  • A user would update that information, but assuming that they had, you wouldn't want that task to be created, or send a reminder if an update had been made.
    – toolshed
    Mar 29, 2019 at 15:06

1 Answer 1

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You can use a Time Based workflow for this scenario, say if xDateField(your date field) when lapse you can set a Time Based workflow as shown below

enter image description here

To avoid this workflow to trigger once changed to future date, you can set a condition as well. Time Based Workflow Examples : https://c-praveenkumar-dev-ed.my.salesforce.com/img/actions_example.png https://help.salesforce.com/articleView?err=1&id=workflow_rules_new.htm&type=5

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