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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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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1
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628
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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
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1
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3k
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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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719
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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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2
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837
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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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1
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47
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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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502
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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 ...
- 2,415
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1
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547
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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 ...
- 427
2
votes
3
answers
3k
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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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2
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2k
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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 ...
- 353
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1
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130
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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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1
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2k
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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 ...
- 4,995
-1
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1
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62
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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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1
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150
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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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1
answer
595
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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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0
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1k
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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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95
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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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116
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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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1
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87
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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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2
votes
2
answers
757
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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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1
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2k
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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 ...
- 29
1
vote
2
answers
156
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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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1
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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 ) ...
- 631
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0
answers
142
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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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1
vote
1
answer
782
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 ...
- 1,265
1
vote
1
answer
742
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?
- 169
4
votes
1
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2k
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 ...
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2
votes
1
answer
434
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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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1
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2k
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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 ...
- 687
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190
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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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2
answers
1k
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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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1
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3k
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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 ...
- 4,995
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1
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44
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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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0
answers
53
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 ...
-1
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1
answer
1k
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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, ...
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1
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193
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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 ...
- 349
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480
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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 ...
0
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0
answers
219
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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1
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2k
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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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1
answer
1k
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 ...
- 12.7k
3
votes
1
answer
156
views
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 ...
- 337
3
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1
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374
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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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997
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Need a time-dependent checkbox update
I have two formula fields that are working beautifully. The first, Child's Age, calculates (based on a child's birthdate) whether the child is under 3, between 3 and 5, and Over 5. The second, a ...
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0
answers
109
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Is there anyway to log in the case history workflow rules triggering?
Whenever a workflow rule triggers, we want to log it in the case history. Is there anyway to log that natively? I think we could do it by adding a field update to the workflow rule which adds the name ...
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0
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22
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Time Dependent Emai alert sending to older user
I have a time dependent workflow action which sends an email alert to a user present in the user lookup field. Suppose the action was scheduled 3 days ago and it is yet to be executed. Now if we ...
2
votes
2
answers
2k
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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 ...
- 13.6k
0
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0
answers
20
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Time-based workflows and triggered transactions [duplicate]
Say that there is a time based workflow on creation which updates something after 1 day. Two records are created via two different API calls (say we exposed a REST service), these two different calls ...
- 747
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1
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603
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.
...
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1
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147
views
Fire an email alert whenever a record was not created in two consecutive Days
I have a Custom object on which a a record is created everyday and this Custom object is a child object to entitlement (Master-Detail Relationship). The child object record is created after performing ...
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2
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2k
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Time Based Workflow on date field to consider week-days only
Is there an easy way to add functionality to an existing time-workflow rule that doesn't send email alerts at the weekend?
At the moment it send out email alerts when a lead hasn't had any activity ...
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