I have a custom field on a standard object called Due_Date__c. When the record has an overdue date, the owner of the record should receive a reminder email.
So I have set a workflow rule with a time dependent action. The criteria is the following: TODAY() >= Due_Date__c It is evaluated 'when a record is created, and any time it’s edited to subsequently meet criteria'.
I have added a time-dependent action 0 Hours After Rule Trigger Date with an Email alert. The email is sent if I create a Case with a Due Date equal to Today, but how can I know for sure that, if I set the Due Date to tomorrow, tomorrow the email alert will be sent? Without waiting until tomorrow, how can I test it?
I'm not quite sure about the meaning of 'any time it’s edited to subsequently meet criteria' - do I need to edit the object to make the workflow start or is it evaluated automatically?