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We have an email alert that is setup using a Time-Based Workflow rule.

The time-based part is setup on Opportunity creation.

There are rare instances when we have to Cancel the Opportunity (closed - lost), and in my understanding of time-based workflow rules, the email alert will still fire because it was setup on creation only.

There isn't a better way that I can setup the assignment of the Email Alert. At least not that I've thought of yet given the criteria.

1) Ideally it would be great if there was some query I could run that would identify all scheduled email alerts, and then allow me to delete it from the queue. Does that exist?

2) If that's not possible, is there a place I can go to at least just see what is still in the queue?

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  • its something managed by Salesforce engine and you cannot alter or query it and handle.
    – Bforce
    Commented Feb 28, 2014 at 17:30
  • query it where?
    – codethrift
    Commented Feb 28, 2014 at 17:34
  • Setup | Monitoring | Time-based workflows will show you pending workflow actions
    – cropredy
    Commented Feb 28, 2014 at 17:49
  • That helps. I didn't know that existed. I wish it would take me directly to the alerts and not just the whole rule - because there are more scheduled things that should still fire.
    – codethrift
    Commented Feb 28, 2014 at 18:00

1 Answer 1

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It seems to me that adding a condition in your Workflow only to execute the Time-based Workflow if

Status != 'Closed - Lost'

would be the easiest solution.

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