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 Trigger Flow - Only Works in Debug Mode

I am running into an issue with a flow that I created. For some reason when I run the flow in debug mode, it works perfectly and updates the records. If I schedule it to run... it does nothing. Here ...
1 vote
2 answers
2k 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 ...
3 votes
2 answers
876 views

Salesforce time dependent workflows, same field update at the same time

Let's define some identifiers before we start, in order to make things clear. I have some Account objects and some related Opportunity objects. Each Account object has a Access__c field. Each ...
2 votes
1 answer
2k 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 ...
2 votes
1 answer
3k views

How to use Wait Time Element to get the Commit object?

I have an Autolaunched visual flow which has an insert and an update. I can not create the opportunity in 'Closed Won' stage due to validation rules (which I don't want to udpate), thus, I need to ...
1 vote
1 answer
836 views

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 ...
0 votes
1 answer
2k 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
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 ...
1 vote
2 answers
837 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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0 answers
36 views

Autolaunch flow not launching from process builder

There is a process builder which is calling an auto-launch flow after 2 min. It's a time-based action I am calling a basic auto launch flow which is just posting a chatter on the record created. When ...
0 votes
1 answer
76 views

Auto update cases after time x

I asked this before, but this time with a different approach (same goal though) After 5 days a case (with a specific record type to avoid the dml limit and also only getting the preferred cases) ...
0 votes
1 answer
2k 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 ...
0 votes
1 answer
242 views

Error While Deploying Schedule Trigger Flow

While Deploying the Schedule Trigger Flow I am getting the following error : This flow can't reference $Record because its trigger type is None. Change the trigger type, change the flow global ...
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0 answers
33 views

Sending Scheduled Text message

I created a flow where I am sending a text message to the sales rep when certain criteria's are met on the custom object. for example If the task is open for a particular category send a text to ...
0 votes
1 answer
1k views

Flow scheduled jobs reach limits?

I have a scheduled Flow which runs daily and runs a good deal of queries. Is there any kind of risk of reaching a limit (monthly or otherwise) for number of queries which can be run or the "...
1 vote
1 answer
124 views

Update Fields on Object B, 5 days after the expiration on Object A

I am pretty new with Flows builder. I am trying to create a flow that updates a picklist field and a checkbox field on Object B's record after 5 days of an expiration date on Object A's. Object A is a ...
1 vote
2 answers
392 views

Make Reminder Flow work when Event.DueDate changes

I have a Time-Triggered Flow that reminds people one week before the Meeting Due Date. That is easily implementable. But now I also want to cover the use case where somebody changed the Due Date. In ...
0 votes
0 answers
70 views

invocableMethod can't query a custom object

I'm facing a scenario that I believe it is related to some permission that's missing. I'm calling a invocable method that is called by a Record Triggered flow that doesn't return records, here is the ...
1 vote
3 answers
2k 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 ...
0 votes
0 answers
71 views

How to cover PAUSE Elements from Process Builder Or Flows?

I have to write a test class for a Process Builder which sends a notification to user at certain time which is equal to a date and time field (scheduled Date and Time)in Opportunity so there is a ...
0 votes
1 answer
686 views

Workflow to update fields based on Date field

I have one Date field follow-up date if date is today then I am updating fields. So I created time dependent workflow and if date is future date then it will update a field on that date 1hr After ...
0 votes
1 answer
29 views

Time-dependent actions on multiple child objects

I have a custom child object with Account as Master. A flow sends a NPS survey to the child record-contact X hours after First_Transaction_Date__c The thing is that several child record can have the ...
0 votes
1 answer
628 views

Help in a formual field for workflow rule criteria

I have a requirement ,where certain conditions should get met for an email notification to go the owner before 100 days of the contract end date. So i have created the a time based workflow rule and a ...
0 votes
1 answer
602 views

Time dependent workflow to send chatter notification on contract expire

I want to send chatter feed notification and create task with the help of time dependent workflow. Condition is, I have one formula field on contract which calculates notification days of contract. ...
0 votes
1 answer
403 views

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 ...
0 votes
1 answer
168 views

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
0 answers
191 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 ...
3 votes
1 answer
4k 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 ...
0 votes
1 answer
5k 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, ...
0 votes
1 answer
47 views

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("[email protected]", Source:EmailMessage.ToAddress) Workflow rule ...
0 votes
1 answer
716 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....
0 votes
2 answers
1k 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 ...
2 votes
1 answer
515 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 ...
0 votes
1 answer
270 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?
1 vote
5 answers
2k views

How can I fix my birthday reminder to support leap years?

I have created formula field name as 'Next Birth date'. Without code for leap years: IF(MONTH(Birthday__c)>MONTH(TODAY()),DATE(YEAR(TODAY()),MONTH(Birthday__c),DAY(Birthday__c)),IF(MONTH(...
0 votes
1 answer
265 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'...
2 votes
1 answer
250 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 ...
2 votes
2 answers
757 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!
0 votes
1 answer
195 views

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", ...
0 votes
1 answer
3k 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 ...
4 votes
1 answer
4k 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 ...
1 vote
1 answer
767 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 ...
1 vote
1 answer
325 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
44 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 ...
0 votes
1 answer
478 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/...
0 votes
1 answer
253 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
164 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 ...
2 votes
0 answers
186 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 ...
0 votes
1 answer
233 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
0 answers
442 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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