How would I handle this scenario...

When a record is created it has an expiry date. I want to send separate email reminders to the record owner 45,35,25,15,5 days before the expiry date.

I have a workflow that just has the Rule Criteria TRUE - so it triggers for every record created.

I add 5 time-based actions to the rule, which send the reminder email. 45 Days before ForeCastEndDate, Another rule with 35 Days before ForeCastEndDate etc.

However, if somebody enters a record with an expiry date in say 3 days time, it will immediately trigger all 5 Email Alerts and they get the email 5 times.

How can I prevent this?

1 Answer 1


Use CreatedDate in your Criteria:

i.e. CreatedDate LESS TAHN Last 30 Days for the 35 days before criteria

or something similar to meet your business needs

  • That would require creating a workflow rule for each alert. Right now I think the OP has one workflow rule with multiple time-based actions. Mar 13, 2014 at 14:21
  • Well I wouldn't object to 5 workflows if it does what I need, I'm just trying to figure out how I could use CreatedDate to do this. It's not immediately obvious to me how I would code it.
    – finisterre
    Mar 13, 2014 at 14:22

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.