Questions tagged [time-dependent-workflow]

Time-dependent workflow actions are executed at a specific time, such as ten days before a record’s close date. When that specific time passes, the workflow rule re-evaluates the record to make sure that it still meets the rule criteria. If it does, the workflow rule executes those actions.

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17 views

Time Trigger - Bulk process handling

I have a time based trigger (action on PB) which when met updates xyz field of account on last day of month. Suppose there were 300 records which initiated this time based Trigger on different ...
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7 views

PB Email alert to be sent at a specific time of the day respective to a date only field

Im looking to have an email alert (triggered off a PB) go out at noon - referenced against different date (only) fields. Would it be ok to have the time based Process builder action fire (days *24 hrs)...
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10 views

Create a view of pending Tasks that will be created by a Flow?

Is it possible to create a view of Pending Tasks which will be created by a Flow? I've got a Flow that will send out emails and create tasks (I cannot use a Process Builder or Workflow Rule because I ...
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2answers
50 views

Workflow time trigger Limitation

I got the next message from SF : Hourly limit exceeded for processing workflow time triggers. I read that the limitation for Enterprise Org is 1000 per hour. ( https://help.salesforce.com/...
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1answer
43 views

Time based SMS - Any solution?

Here is my requirement. User A can do a check in (through click of a button) which creates a record in custom object "CheckIn__c" and the following fields will be populated: [CheckInTime__c] - ...
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1answer
47 views

Time-based email alerts for new Opportunity after Lead conversion not working

I need email alerts to go out in 3 time intervals after a Lead is converted to an Opportunity (with mapped "Submission_Id__c" <> NULL). For example... If after one hour an Opportunity is in "Open"...
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1answer
127 views

How to send daily reminders/email alerts before event start date

I have created a custom object "Assigned tasks" that works like tasks such that it has due date, status, subject, priority e.t.c. This custom object "Assigned tasks" is a child object to case object. ...
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1answer
87 views

How to add multiple scheduled actions in a process builder

I want to send reminders 45 days, 30 days, 21 days before the event start date. I have mentioned all those 3 in process builder. Please see the screenshot. The problem I am facing is if I create a ...
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1answer
26 views

Schedule Action based off a passed due date

Goal: Post to a User's Chatter if the Object's Due Date has passed X(let's say 7 days) number of days. For example, if the Due Date is 3/3/19, then on that object a chatter post should be posted ...
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1answer
29 views

Update datetime field for scheduled action in process builder won't trigger action at the new datetime value

I have a process builder that schedule an action when a datetime field on record is reached. After that i update datetime field to a another datetime value. But it seems to me that it never trigger ...
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1answer
30 views

Time Trigger schedule time

How can I make my time trigger to sent 8am instead of 12am. My time dependent seems sending at 12am. I think salesforce default is 12am, is this possible ?
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70 views

How to get the Flow Interview (Scheduled action Queue) related record ID

We have some flow interview queue record which is paused, how could we find the related record id (Parent record ID).
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1answer
27 views

Maintain scheduled action after record is updated

I'm using process builder to fire a scheduled action with the following criteria: AND ( TEXT([Opportunity].Status__c) <> "Open", PRIORVALUE([Opportunity].Status__c) = "Open" ) the scheduled ...
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28 views

Can I Capture Status Change Times in a Service Appointment?

my team and I want to capture the exact time when a Service Appointment Status changes in order to build metrics around this. So far this are the statuses that I have: Schedules, Responded, Dispatched,...
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1answer
54 views

How to solve a Time-Dependent Workflow rule issue?

I have a Time-Dependent Workflow rule with Evaluation Criteria: Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria I need an e-mail alert to be send ...
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45 views

Issue with hour of Scheduled Date for Time based Workflow

I have the following issue. I have 2 Workflow rules, one to send an email 30 days before 'Close Date' and another one to send an email 60 days before 'Close Date'. The 30 days workflow is working just ...
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3answers
255 views

Send mail when contract is less than X days from expiry

EDIT: I should have mentioned that the main problem is not to make a time dependent workflow rule, the problem is that I want this to work for all existing contracts that most likely will never be ...
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2answers
270 views

Limitations of process builder scheduled actions

I'm trying to understand the limitations of process builder scheduled actions, I want to update more than 50000 records using time-based action. I tried time-based actions using workflow rule, but ...
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1answer
33 views

Time based Workflow in combination with recipient change

This is basically a design question. I have a field (lookup to User record), called Recruiter__c. And lets say there is checkbox field that acts like a criteria for a WF. Lets call it ...
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1answer
355 views

Process Builder scheduled action changed - Time for Actions to Execute

I have a process builder in a custom object called Grant_Report__c. Over there, if an email field is filled, I have a scheduled action to send an email 30 days before the Due_date__c field (it is a ...
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1answer
36 views

workflow and time based workflow help

Is there a way to assign a timebased workflow for the following? I have 2 fields, reminder__c, and registration_date__c. If my reminder__c is blank for 14days or more after my registration_date__c, i ...
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1answer
43 views

Time-based WFR or Trigger?

I'm looking to create a follow-up Task record if a Case has been in certain status for a certain period of time. Essentially like this: (Picklist) Case Status: X (Date) Case Status Update : 01/...
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9 views

Related User: Owner's Manager is not working correctly

I have written a workflow with email alert and I am defining Recipients as Opportunity Owner , Related User: Owner's Manager But it's considering some other user for Owner's Manager. That user is ...
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1answer
55 views

Organization-Wide Email Addresses

I am new to Organization-Wide Email Addresses. I have setup one email address in Organization-Wide Email Addresses and have selected the option as 'Allow Only Selected Profiles to Use the From Address'...
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0answers
60 views

Workflow needs to run as specific user or profile for field update to work

I have create a form on a Customer Community where users submit records and in turn a time-based workflow is created to change the value of a field on that new record at a certain time. In turn, a ...
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1answer
29 views

Check if today's date falls between two future dates and update a field accordingly

I want to update a field if today's date falls between two future dates as input by user. I think we need to use time-based workflows, how to achieve this?
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1answer
34 views

Delete contacts based on an “expiring” field on their record

I have a bunch of contacts whose details have been licensed from other companies. The only caveat to being able to treat them as normal contacts in our Salesforce database is that they must be deleted ...
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1answer
76 views

How can I update a date field with a formula result?

I have the following formula: Close_Date__c + 20 And I want update the Hire_By__c field when after 20 days of Close_Date__c, but I get the following error: Error: Formula result is data type (...
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2answers
101 views

Email alter to everyday using Time-Dependent Workflow Action in salesforce

I want implement Time-Dependent WF Action for 15 days before the due date. Will it send email-alter to every day before the due date(I mean all 15 days)? Thanks in advance!
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1answer
448 views

Create a Task if Contact is in certain status for 10 days

A task should be created to assigned user when Contact is in "Attempted Call" status for 10 Days. How can I create a task? I have created a Number field - "Con_Days__c" Work Flow Rule(any time it's ...
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2answers
95 views

Salesforce Summer'18 Issue in Process with Scheduled Action

We have a process with scheduled action which will create a record in custom object upon completion of a learning course by Customer Community users. This process is working correctly in Spring 18 ...
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1answer
27 views

Problem BEGINS() Workflow

The criteria is to trigger the workflow on the opportunity if OR( NOT(BEGINS( Account.BillingPostalCode , "1")), NOT(BEGINS(Account.BillingPostalCode , "2")), ISBLANK( Account.BillingPostalCode ) ...
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0answers
30 views

Preventing Duplicate Time-Dependent Workflow Actions Without Dequeuing Existing Ones

I have come across a tricky issue that I can't seem to find a solution for. We have a workflow rule in place that watches for contacts that meet a certain criteria, and then trigger a set of emails ...
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1answer
241 views

Prevention of Lead conversion as it has a time based action queued

I have a process builder which fires on lead creation. It creates a time based action, which says that a chatter reminder will be posted after 7 days if no activity on the lead has been made. So if ...
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1answer
136 views

Biweekly Email alert to user if opportunity stage is not moving forward

How to send by weekly email reminder alerts to a user on account object if its related opportunities of certain type is not moving to "Closed Loss/Won" stage?
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1answer
289 views

What table(s) store Time-Based Workflow and can I delete those records with Flow or Apex?

I'm creating a license expiration system, which notifies license holders of their expiring licenses. At multiple intervals (60/30/15 for example), I will send an email to the license holder. If the ...
2
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1answer
189 views

Time Dependent Workflow Actions After Sandbox Refresh

We have some workflow rules that use Time Dependent Workflow Actions to send an email alert a few weeks after a record is created. Will production pending actions that are replicated to a sandbox ...
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1answer
517 views

what is the daily limit of time based workflow email alert?

I have to send an reminder email after 2 week to user when the status is updated on record. I am thinking to use time based workflow. How many email will get send in 1 day? What is the limit of email ...
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1answer
128 views

Trigger Email After 5 Business Days

when case is closed, after 5 business days an email should be triggered. and during these 5 days the case closed should remain checked? anyone help me to achieve this!!
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1answer
290 views

Hourly limit exceeded for processing workflow time triggers in enterprise edition

We are currently using enterprise edition. here i'm getting the emails like "Hourly limit exceeded for processing workflow time triggers". I know the time-based workflow limits for enterprise ...
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2answers
187 views

Send an email alert every day at 4 am until required information or date filled

Send an email alert every day at 4 am until required information or date filled. Could any one please help me with this? Any help is really appreciated.
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1answer
612 views

Scheduled Actions on Process Builder are not invoked

I have created a process builder for sending email alerts 30 days before a date field on a record. So I have added a criteria for activating only when the status__c field equals scheduled. Then I ...
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1answer
41 views

Need Feedback on a Scheduled Job

I am trying to schedule a job in Salesforce that does not require any user interaction. Basically the quote object would need to have the status (picklist) updated once the date is 30 days past the ...
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0answers
39 views

Workflow time triggers not removed from queue when record no longer matches criteria

I have a checkbox on an object set to true by default. I have a workflow rule with 2 time triggers (set to 2 date fields which I am populating using formula fields) to update the same checkbox to ...
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1answer
462 views

Time dependent workflow should not fire after criteria field changed [duplicate]

I've two field Date and a Picklist field Named Status with value;Active,Inactive,Pending. I've written a time based workflow rule . Evaluation Criteria: Evaluate the rule when a record is created, ...
2
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1answer
79 views

How to stop workflow execution when Task Status is set to “Completed”? [closed]

When a task priority is changed, I have an apex algorithm to calculate the total number of working hours for a task and the exact time when the task should be finished. The exact time is then ...
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1answer
185 views

Salesforce.com workflow could not perform a pending action email not received in sandbox

When a time-dependent action of a worklow fails, an email is sent to the user who had triggered the worflow. The email subject is "Salesforce workflow could not perform a pending action" and its text ...
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0answers
193 views

Process Builder Time Dependent Action

I want to send email to Account Owner if the Account have no activity since last 30 days. How do I do this in Process Builder. This has to be Recurring for all accounts. I have professional edition so ...
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1answer
894 views

Workaround for using ISCHANGED in a time-triggered Workflow

Requirement Close an opportunity 90 days after its last commercial activity (change of stage in this case). Context I'm pretty sure this can be done with a pair of workflows, I just can't seem to ...
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1answer
474 views

How to update record after some time based on certain criteria?

Suppose I have a record that is created with status X, and I need to check it 60 days later if it still has the same status. If it is X, then change it to Y. I think this is doable with time-based ...