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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12 views

Efficient way of handling multiple (dynamic) time triggered events?

I've got a picklist value with 8 different options, depending on which value is selected, I wish to trigger a time dependent action (e.g if I select value "A", the time dependent action should execute ...
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1answer
17 views

time dependent work flow action not working

I created a workflow rule on opportunity product issue is when I trying to insert new opportunity with the above criteria rule time trigger is not firing , but if I inserting a new opportunity product ...
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24 views

How to add mutiple time triggers in a single workflow?

I created a time-dependent workflow rule , send an email 30days before the project end date. now my requirement is with the same criteria email has to send 45days, 15days,7days before project end date....
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16 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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1answer
32 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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20 views

Convert Lead with Pending Process Builder Schedule Actions - Workaround Needed

We have a Process Builder active on the Lead object. The same Process Builder is also active on the Contact (same criteria and actions). Not really relevant they are in both Objects for what we are ...
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1answer
19 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 ...
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1answer
23 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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1answer
25 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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25 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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20 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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9 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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14 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
71 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
55 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
125 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
710 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
353 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
36 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
73 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
33 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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1answer
58 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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1answer
144 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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3answers
656 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
684 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
38 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
812 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
39 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
55 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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1answer
147 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
222 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
36 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
78 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
209 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
595 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
110 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
28 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
47 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
332 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
227 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
496 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
236 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
662 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
138 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
414 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
337 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
1k 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
43 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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