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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Do time-dependent workflows verify the rule criteria is still true before executing?
I have a time-dependent workflow on a custom object called ObjA__c that has a lookup to another custom object called ObjB__c. The rule criteria on the workflow is:
ObjA__c.intVal__c = 5 && ...
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apply new workflow rule and action on existing records
I'm creating a new workflow rule and action (time dependent email alert). The rule is evaluated when the record is "created, and any time it’s edited to subsequently meet criteria." Since it's time ...
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Bests practices for handling potential errors as a result of time based workflow
Question
Any tips or tricks for providing a good user experience when a time-based workflow field update can lead to an exception?
Detail
For each wrench in the Salesforce toolkit there is often a ...
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Process Builder still fires timed actions even when it no longer qualifies
I have a PB flow which is meant to send reminders to change an opportunity's stage after a date has expired. There's multiple emails that go out -- an hour after the date elapses, a day after, etc -- ...
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How can I change an objects record type after a certain time period? Workflow, Apex, other?
I am working on implementing a timed RecordType change in salesforce. I have an object that when created needs to change its RecordType after a certain number of days. The only catch is that if a ...
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Querying Time-based Workflow Queue
Is it possible to query the content of the Time-based Workflow Queue from an Apex unit test to assess that a specific Workflow Rule has been executed and added a new item to the queue? I didn't see ...
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Kill time-based action scheduled earlier
How can i deactivate the time based workflow action through code. If a time-based WF action is already schedule to send a mail on a date in near future. Can I change the date or deactivate the action ...
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Queued Timebase workflow not firing after scheduled date
I have a time-based workflow that should have fired by now. I can see the entry still sitting int the queue.
It's now 15 minutes past when it was scheduled to fire. Wondering why it hasn't fired ...
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What causes time based workflow to run as "automated process"
I have noticed over the last month or so that the "Automated process" user is being used to complete time based workflow actions instead of the triggering user. This is causing some issues with email ...
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Time based workflow scheduling does not get changed even after dependent date changes
I have time dependent Workflow which send a mail few days before a date field. Even if I change the change the date the scheduling of the workflow does not get changed. It still shows value as per the ...
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Approval process With time dependent work flow
Requirement is a 5 levels of approvals in Approval Process .
Once the record is submitted, it has to go first level appprover and after he approved it has to go to the next level i.e. 2 nd level ...
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Time-based workflow queue limit
Does anyone know if there's a limit to the number of pending actions in the time-based workflow queue? Given that it has filtering options in the monitor I assume it's expecting more than just a ...
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Executing Workflow Rule in Minutes? (Time Based Workflow)
I am attempting to do a field update every 15 minutes but it seems workflow time triggers start at 1 hour. Is it possible to have workflows execute every 15 minutes?
If not, it is possible to have a ...
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Time-dependent action.. is late?
I have a workflow with a time-dependent action. The trigger is correctly scheduled (if I go to "monitoring" I see the fire date being set at the appropriate time). But then action actually fires a ...
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Cannot Deploy Workflow With Time-Dependent Workflow Actions
I am trying to update a Workflow Rule which has Time-Dependent Workflow Actions through change set, but I am blocked by the below error.
This workflow rule currently has pending actions in the ...
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Deleting lead if its not active for 15 days
I have a Consent Obtained Date field on the Lead object. If consent is not obtained (date field is null for 15 days), the Lead record and its associated Activities should automatically be deleted by ...
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Time-dependent workflow vs Apex Scheduler
On the first of January we had an issue where a lot of Contracts passed their end date. This caused a time-dependent workflow to fire, but there were so many occurrences (15000+) that it took a very ...
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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 ...
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Should time-based workflows trigger upon record update that puts trigger date in the past?
I ask because I'm getting conflicting info from the SF documentation
On the one hand:
What happens if I update the value of a date field used in a time trigger?
If you update the date field used ...
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Does updating a time-based workflow affect the current queue?
We have several time-based workflows and the queue has a couple of hundred actions pending. We need to update the selection criteria without emptying the queue. My questions are:
If the criteria are ...
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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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Time-based Workflow not triggering
I've been working on testing a time based workflow, that fires off an email 1 and 3 hours after a new contact is created. Of course, this is small scale testing, as I would eventually like to ...
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Process Builder Sandbox vs. Production
I've created a process in Process builder to coincide with a workflow. The idea is to create a new opportunity ( time based ) once the criteria is met after the workflow has been triggered. For ...
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Is it possible to avoid Time-dependent workflow email firing on a past 'scheduled' date?
I have a time-dependant workflow to fire 15, 7 and 1 day before a set date.
Let's taken an example.
Today is 1/22/2015
Due date set is 1/23/2015
1 day email is scheduled for 1/22/2015 (today)
7 ...
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Is it possible to delete a queue'd Time Based Workflow using APEX?
I have an after insert/after update trigger which checks for a sub-status of 'Active'. This triggers the conversion of the lead. It has been working great.
I am implementing a time based workflow ...
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Change Time Dependent Workflow Action Date
Our system is setup to fire emails 60 days before a policy record expires. I simply want to change 60 days to 40 days however I cannot see where the value is defined.
In Workflows & Approvals > ...
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Hourly limit exceeded for processing workflow time triggers
I think I received this message because too many time-dependent workflows were scheduled.
I did a research and what I can find is :
https://help.salesforce.com/apex/HTViewHelpDoc?id=...
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Do time-based workflow rules cause triggers to fire?
I am wondering if time-based workflow rules cause triggers to fire. The use-case is I use a trigger to look for a field to be checked and then send an email out via a trigger (workflow rule is not an ...
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Time Dependent Workflows
We have a time dependent workflow on opportunity object which upon meeting the criteria schedules the following time trigger:
sends email 7 days before the close date
Sends email 2 days after the ...
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Does a timebased workflow remain in queue after the criteria has become false?
I do have a time based workflow set on leads and when we try to convert them it throws an error
RECORD_IN_USE_BY_WORKFLOW, Unable to convert lead that is in use by workflow:
To overcome this i ...
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Time based criteria action without modifying record
I have this scenario where the opportunity might remain untouched for a while. TO preven the opportunity from falling through the cracks, I want to send an email alert if the opportunity remains open ...
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Update check box using workflow
I have created a workflow and I need to update a check box based on other field
If checkbox1------>is true then need to update chekbox2 as true
If checkbox1 ------> is false then need to update ...
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Effect of changing email template on time based workflow
Here's my scenario: A time-based "email alert" workflow action fires that adds an email to the queue. The email is scheduled to be sent 7 days from now. In between now and the time the email is sent, ...
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Time-based Workflow Rules: based on field with workflow update TODAY()
Trying to create a sales SLA process declaratively. I have a date field (Status Change Date) which is updated with a workflow rule to TODAY() whenever the Status field is edited. I'm trying to create ...
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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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I want to change the record type of contact if 6 months has passed since 'last communication date'
i have written a workflow rule that will Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria, which eventually will change record type of contact.
Rule ...
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Time-Dependent Workflow rule not working
I have a time dependent workflow rule that doesn't work.
Criteria: A case object's status is changed to "X" or "Y"
after 3 days - send email alert
after another 4 days - send another email alert
...
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Drip Campaign with Time-based Workflow
I have set up a simple 'drip email marketing campaign' in Salesforce utilizing a time based workflow.
I added a checkbox to the leads page that reads "Send Drip Emails". There is a workflow that ...
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Time Dependent Workflow
Trying to create a time dependent workflow that will take an action (send email to the record owner) when an opportunity record has not been modified in 14 days. Only condition is the stage is not ...
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Time Dependant Workflows and transactions
The environment setup is as follows:
1) there is a workflow triggered by some criteria which has a time dependent action which will update a field on the object.
2) With apex-code I update a List of ...
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Trigger a workflow using another workflow
I am currently using two workflows to check if a record has been updated or not on a daily basis. The first workflow has the following logic :
(If RecordName equals 'RECORDNAME' , AND If Status ...
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Who is the "Current User" when time based workflow email alert fires
Who is the "Current User" when a time based workflow fires in the future? I have Entitlement Milestone email alerts scheduled in the future, and the "From" (on behalf of) appears to be selected ...
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How can I send an email alert every day to 5000 contacts
We want to send an email to contacts every day. There will be say 5000 contacts. I can't do this with apex code because there is a limit of 500 emails per 24 hour period. So I will have to do this ...
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Time dependent Workflow - converting lead
I have a time dependent workflow on a lead date field, i.e. if a lead is inactive for 30 days, then change the status field to inactive and reassign to an "unassigned leads" queue. The problem is, ...
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Time Based Workflow - Records not getting added to the queue? or Queue limit exceeded?
What is the Maximum size of the Time Based Workflow Queue? I'm not able to find the record which are satisfying the rule criteria in the queue. The Workflow queue shows only 1000 records for a search ...
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Dangers of mass deleting objects from time-based workflow queue
We deactivated a faulty rule and now have to delete about 30,000 objects from our time-based workflows queue. Anyone know of any risks/encountered any bugs while deleting on such a scale?
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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 ...
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Trigger that creates a custom object record on the first of every month?
I'm trying to write a trigger that creates a custom object record on the first of every month.
So, essentially, I want the trigger to fire:
trigger CreateCustObjRecord on Object()
{
Date current ...
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Time Dependent Workflow with multiple email alerts
I have time dependent workflow email alerts on a custom object which send outs an email alert to user 60,30,15 days before expiry date.But when a new record is created on a custom object with 16 days ...
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Time-dependent workflow error handling
Question: How are errors (validation rules, addError in triggers etc.) handled by time-based workflows? And are there any best practices regarding time-based workflow error handling?
Example: In my ...
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