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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Scheduled actions from Flow are not executed

I have created an Auto launched flow that schedules an action on the Task object 1 day after the Due Date(ActivityDate) to update the status to "Overdue". Whenever I create a Task for the ...
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0 answers
37 views

Do I use a flow or apex for time-based update? One flow or several for different conditions?

I have an object for which there is already an Apex triggerhandler that deals with multiple conditions for 5 different recordtypes. This is working fine. There are also currently 2 Process Builders ...
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Hourly limit exceeded for processing workflow time triggers salesforce

I am facing an issue on "Hourly limit exceeded for processing workflow time triggers".I found a way to increase the org limit.But is there any way I can understand which workflows are ...
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1 answer
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Workflow not working while updating record

I am working on a workflow rule Rule Criteria (Opportunity: Opportunity Record Type EQUALS Express Program,Express Post-Compliance) AND (Opportunity: StageEQUALS Awarded) AND ((Opportunity: Sub-...
0 votes
1 answer
339 views

Send an email notification on for all Task due on that day

I want to send an email notification on the day the task is due. I created a time triggered flow checking to execute on "Evaluate the rule when a record is created, and any time it's edited to ...
0 votes
2 answers
464 views

How to trigger time dependent actions on Flows within an "if else if" logic?

I have had searching the way to build with flows an user requirement that was built with the process builder but I have not been able to migrate it. I notice that the difference between scheduled ...
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67 views

Deployment getting failed due to Time based workflow

I m getting below issue when deploying the workflow rules from the git to sandbox and also removed the all pending actions from the sandbox then re tried it again but no luck, same issue occuring even ...
0 votes
1 answer
1k views

How to automatically Trigger a workflow when Date/time passes?

'Last date' is a Date/Time field, as soon as time is passed on the particular date populated in this field, I want to update another field Status as 'Done'. As there is no record update in our case, ...
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1 answer
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Two workflow rules with different formulas firing for one scenario

I have two workflow email alerts when a case is created from an email (email-to-case). Workflow rule 1: CONTAINS("qa.cancelholidays@gmail.com", Source:EmailMessage.ToAddress) Workflow rule ...
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660 views

multiple record update using scheduled-triggered flow

I have a user case to update more than 2000 records at the end of each month. When a condition of the parent record is true a child record need to be updated. One parent record is having only one ...
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1 vote
2 answers
634 views

How to automatically update Status to Expired on Contracts when they expire?

My company has just started using Contracts. I created a value in the Status picklist called Expired for expired contracts. My goal is to automate setting the value to Expired without asking the sales ...
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1 answer
228 views

Time-Based Workflow Not Working In Production

I created a time-based workflow to send email notifications and task. It is working as designed in Sandboxes but when I deployed it into Production using change sets and it will not work in Production....
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2 answers
570 views

Sending Email Reminders on Monthly and quaterly basis

I have a requirement where I have to send out email reminders on quarterly basic i.e.. twice. Once mid first month of quarter and on the end of 2nd month of quarter based on a condition (condition on ...
0 votes
1 answer
1k views

How to call time dependent action on change of date fields in Flow

Use case - Suppose on Opportunity we have a date field "Close Date". Whenever this Close date field changes we want to send email to User one day after changing this field. Note - Time ...
1 vote
1 answer
141 views

Your organization has reached its hourly limit for processing workflow time triggers

There are a lot of similar question, but I'm trying to research why I get this message. I was looking into scheduled jobs and time based workflow. I am aware of the limits. Since I didn't find ...
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1 answer
66 views

How do I send email alerts based on custom formula fields or past due dates? [closed]

How do I create a process that will auto-send an email alert when a record is 10, 20 or 30 days passed another date field?
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1 answer
110 views

How should workflow time trigger be displayed at package xml file?

I have a task to fulfill package.xml file with new developed workflow. This workflow contains time trigger which send an email alert to recipient after some time of inactivity. As a metadata type, it'...
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2 votes
1 answer
167 views

Do time-based workflow field updates fire record-triggered Flows?

Based on my tests apparently the answer is an unexpected no, but when a time-based WF executes do record-triggered Flows fire in cascade? For example, when a WF rule on Event executes a time-dependent ...
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1 answer
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Time-based Workflow on Event End Date not firing

I want to send an email to a user when Event End Date is reached. I have created 2 TBWF rules, one triggering 0 Hours After "Event End Date" and another 0 Hours After "Event End", ...
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2 votes
1 answer
2k views

Do scheduled paths get evaluated/canceled when Record-triggered flow version changes?

If I have a Record-triggered after-save Flow with Scheduled Paths, will those scheduled items be removed from the schedule if the Flow's version changes with altered entry criteria? This question was ...
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1 vote
1 answer
349 views

query and update time based actions

I have a requirement to update the time trigger condition in a active time based workflow rule Right now there are more than 1000 records related to it as i can see in the monitoring secttion, but i ...
3 votes
1 answer
2k views

Why does my Record-triggered Flow Scheduled Path not show up in Time-Based Workflow query results?

I built an after-save record-triggered flow on Opportunity using the Spring 21 Scheduled Path feature. When testing the flow, I went to look at the UX under Setup | Monitoring | Time-Based Workflow ...
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1 vote
1 answer
144 views

Time Based Workflow triggering after record is deleted

I though when a record is deleted, or no longer meets the criteria, the time dependent workflow queue removes the email reminder action from the queue Use Case I have a Time dependent Work Flow on the ...
0 votes
1 answer
40 views

Workflow rule that will send an email to some user

I have this task - send an email alert 3 weeks before Next_Internal_Review_Date__c(field) if the date is not equal to 31/01 or 30/09 to me. For this I have created workflow rule with time dependant ...
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1 answer
255 views

Time dependent actions for approval process?

I can't seem to find anything on this, but do I have any time-based abilities with approval processes? For instance, the object is submitted for approval and assigned to an approver. No approval/...
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1 answer
232 views

Time-Based Workflow Actions and Workflow Rule Criteria Question

I have a workflow rule for a task record with evaluation criteria of Evaluate the rule when a record is created and any time its edited to subsequently meet criteria. The process is: When a task ...
1 vote
0 answers
67 views

Multiple time triggers on milestones

I believe I have found a Salesforce "feature" which could also be described as a bug. I have attached a screenshot showing how we have configured time triggers on our milestone, such that a ...
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1 vote
0 answers
135 views

Paused flow interviews vs time-based workflow

Do paused flow interviews and time-based workflow process in parallel? each can process 1000 records per hour. if I have 1000 paused flow interviews and 1000 time-based workflow actions scheduled to ...
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0 votes
1 answer
146 views

Is there a way to return a specific time through formula field?

We have a requirement in our org, we would need to send out email notification every morning at 8 am. I don't want to write apex code and was thinking to do this through time-based workflow rule by ...
0 votes
1 answer
1k views

Trigger(after update event) is not firing after time based workflow rule executes

I have a time based WF rule which runs based on 'Effective To' field value on a record. and there is a after update trigger on the same object. Wen I manually update the record(status field), it fires ...
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295 views

workflow rule not firing update field action

The requirement is to write a workflow rule on certain custom object for field update and the condition is "if Status__c(formula text field) value is Block and picklist value of Rule__c field is ...
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2 votes
1 answer
349 views

In an unit test for an LWC, how can I prove a method executes periodically according to metadata configuration?

I have the following HTML: <template> <h1>Current price of a bitcoin in Euro</h1> <lightning-formatted-number currency-code="EUR" ...
0 votes
1 answer
189 views

Not receiving email from time-based workflows but shows in queue

I have a time-based workflow rule with 1 email alert and 3 field updates. Field updates are happening successfully but I am not receiving the email. I am using a VF email template. Email ...
0 votes
1 answer
275 views

sending reminder if a community user has not logged in for 24 hours after sending welcome email

We have a requirement to send email reminder to community user to login and activate his account if he has not logged in within 24 hours. we tried to create a time based workflow based on user object ...
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0 votes
1 answer
58 views

Need assistance with workflow rule criteria

I have a scenario when a time-dependant workflow needs to be triggered when the case status is new and specific users with specific roles are logged in. AND(ISPICKVAL(Status, "New"), ...
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1 answer
1k views

Is it possible to delete pending time based workflow actions dynamically?

I am working on a process that relates to time based workflow rules and I am hoping someone can give me a little clarity as to how to approach a situation. To give a little background, we have a ...
0 votes
1 answer
29 views

Variable number of days for time based workflows

Is it possible to setup a time based workflow which depends on a variable number of days?
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0 votes
1 answer
31 views

Will timebased workflow triggers even if the not record is edited?

I have a requirement where an email should be sent to the customers before 30 days of their subscription last date, Can I do it using time based workflow, there will be no manual intervention for the ...
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214 views

Time based trigger on Formula Date field - what if the date changes on parent

I have a formula field Campaign start date on the child object. Campaign start date = Campaign__r.StartDate I have a time-based workflow that fires an email alert 10 days before this Campaign start ...
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0 answers
26 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 ...
2 votes
2 answers
477 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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1 vote
1 answer
71 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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0 votes
1 answer
547 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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1 vote
1 answer
3k 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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1 answer
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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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497 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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1 vote
2 answers
787 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 ...
0 votes
1 answer
45 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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377 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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0 votes
1 answer
523 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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