So I've been reading up on Workflows, Triggers and Email Alerts and what I want to do appears possible without having to write custom Apex stuff.
Our objective is to send email reminders to customers when their yearly maintenance contrats are about to expire.
So I have created a custom field in the Standard object Accounts, called Maintenance Start Date__c. And created a Workflow rule (Create>Workflow & Approvals>Workflow Rules) for Account with a Rule Criteria formula that should evaluate to true as the DATE field is NOT null.
NOT( ISNULL( Maintenance__c ) ).
My logic is that a Time-Dependent Workflow Action of say 345 Days After Account: Maintenance start date will trigger an email alert. For the email addresses I'm starting with just a test email to myself as a User.
Evaluation Criteria : created, and any time it’s edited to subsequently meet criteria
But the alert is not working when I enter a date in the Maintenance Start Date__c field which is backdated to over 345 days. Both workflow and alert are "Active". Any advice would be appreciated.