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.
239
questions
0
votes
3
answers
1k
views
time dependent workflow action - email alert not sent and not in queue
The time dependent workflow actions for a workflow I use is an email alert. But neither am I getting any email alert nor is there anything in the queue after creating a case record which triggers the ...
0
votes
0
answers
98
views
Time-Dependant Workflow workaround for ContentVersion
What's the best way to mimic a time-dependant workflow for objects (in this case ContentVersion) that don't allow Workflows.
I've considered Scheduled Apex but am concerned about limits.
- 1,057
0
votes
1
answer
438
views
Workflow limits and alternate approach
I noticed that workflow I scheduled runs only about 500 records at a time and it runs consecutively every hour. Is this because of org limit? I am worried as I have 20K records to execute and it is ...
2
votes
0
answers
20
views
Rotating Dates Logic in Salesforce using Configuration
I am working on a requirement where I have to achieve the 'Shifting of dates' logic in one of my Custom Objects.
The requirement is-
Custom Object 'Obj' of 3 fields -
Start Date
End Date
Period
...
- 195
0
votes
1
answer
30
views
Process will not trigger on second date
I have set up a process on builder that should trigger when "a record is created or edited" and given the following criteria :
(OR(TODAY() = DATEVALUE('2016-12-8'), TODAY() = DATEVALUE('2016-12-7')))...
0
votes
0
answers
411
views
time based workflow during test class
I couldn't find any documentation for this, so appreciate your assitenace.
Assume I have time based workflow which scheduled for future (7 days after the event), and then it update the record.
If it ...
- 1,764
0
votes
2
answers
101
views
Scheduled re-evaluation of formula
I have a formula field "leave balance" that uses the Today() function and an accrual rate to calculate the total balance. However, for the accrual rate to work, it has to be manually entered and then ...
1
vote
0
answers
193
views
Time-based workflows failing to fire - isolated incidents
This is the second time now I have witnessed this and I cannot find an answer for why it happens. The first instance happened with a completely different object and workflow a few months ago, but the ...
- 487
0
votes
1
answer
2k
views
Sending out email alert during business days
I have a process builder set up which send email alert in scheduled Action. I send an email alert after 14 days of record been created.
I want to send email alerts after 14 business days and not ...
- 4,751
1
vote
1
answer
1k
views
Time base workflow rule trigger fire in less than 1 hour - not working
Make time base workflow rule trigger fire in less than 1 hour
I know there is already one post on here but I have followed the instructions on that link (this one) and one I found online here but I ...
- 335
0
votes
1
answer
177
views
Question On Time Dependent Workflow
I have created time dependent workflow for field update with Condition
If date>=today
Suppose if I update the field today then Time Base workflow logs shows that it will run 9/26/2016 12:00 AM.
...
- 37
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 ...
- 573
1
vote
0
answers
176
views
Need to update field immediately when date is today
Requirement : I have Date field FollowUp date and when the date is today I need to update the field.
Sol: I have created a Time dependent Workflow and set the 1 Hr after the FollowUp date.
But I need ...
- 37
0
votes
2
answers
40
views
what is the work flow criteria for it and how to schedule email alert for it
I have a new lead.if the lead status is not equal to "qualified" within 5days from the lead created date, then on the 5th day a notification email will go to mr A.
- 33
0
votes
1
answer
363
views
Why time dependent workflow is not applicable for record that get closes based on auto response and other workflow rule?
Hi I have created a Time base workflow to trigger email if Status is not equal to closed. this is getting applicable for all the records. However for record that get closed based on other field say ...
- 468
1
vote
1
answer
68
views
Time dependent workflow firing always
I have time dependent workflow on the opportunity which should send an email 30 days before the opportunity close date. But the email alert is being sent when ever an opportunity is created with a ...
0
votes
2
answers
2k
views
Add workflow rule criteria to update checkbox if text field was last edited more than 6 months ago
I need to check last edited date as part of rule criteria on a custom field.
I need the workflow rule to check when the field was last populated - if it was updated (with text) more than 6 months ago ...
- 335
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 ...
- 5,581
0
votes
1
answer
68
views
Time Dependent workflow is not triggering mail based on the evaluation criteria
Hi I tried to develop time dependent work flow to trigger mail after 5 days of the case created date base on the condition IF priority = Normal and Status != Closed,Swap-shipped. I tried it in both " ...
- 468
0
votes
0
answers
193
views
Time based workflow is not firing Email as per the condition
Hi I have developed a Time Based workflow rule with the Evaluation Criteria "Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria" The Criteria is If case....
- 468
1
vote
2
answers
833
views
Workflow not getting triggered?
so I am having a small issue with one of my workflows that I have created. So once an opportunity is "closed won' and today's date is an exactly a week from the "event date", then a survey email gets ...
- 399
0
votes
1
answer
32
views
Reapeating task from workflow with Mod formula
I would like to add two fields on a contact record. One date, "Start Date", and one integer, "Call Frequency (months)". I will then have a formula field, "Days until next call" that evaluates to:
(...
- 347
1
vote
1
answer
331
views
Issue with Apex triggers that fire as a result of time-dependent actions
(Case --> Case Task; 1 Case can have Multiple Case tasks; Case task has a lookup relationship to Case)
We have a time dependent workflow on a custom object (Case Task) and action is a field update on ...
- 1,665
3
votes
1
answer
146
views
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 ...
- 573
0
votes
1
answer
189
views
How to create a task with Type "Action" in workflow rule
I have a workflow rule on Quote Object where I have defined a Time-Dependent Workflow Actions which creates a task 3 days before Quote: Expiration Date.The rule is working fine, but when this workflow ...
- 107
1
vote
1
answer
265
views
Time-based WFR Not Working
I created:
date/time custom field - this will copy the last modified date of cases via the WFRs below if the edit is made via case comment and email only
a. WFR1 Case Comment Object- (Case: Status ...
- 93
2
votes
2
answers
329
views
Need a Workflow rule for a field unchanged for last 90 Days
Flag is a Field on Contact Object.
Trying to Create a workflow rule to create a email if the Flag is checked and unchanged for 90 Days
If the Flag is unchanged for 90 Days then it need to run workflow ...
- 395
0
votes
1
answer
335
views
Salesforce queue email notification customize and auto trigger based on time
In my Salesforce Org, I got a custom object and queue. when a new custom object record created will assign to this queue by workflow. My question is how to accomplish following task:
If this record ...
- 109
0
votes
1
answer
409
views
Workflow rule (time based) that updates the status of a contract from "XYZ" to "Activated" does not flip the status
I am writing a simple workflow rule (time based) that updates the status of a contract from "XYZ" to "Activated" on contract start date but it does not flip the status when it fires off.
I have ...
- 155
3
votes
1
answer
866
views
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 ...
- 331
0
votes
2
answers
1k
views
Time-based Workflow Rule Criteria
When a time based workflow action is created;
Does it re-asses itself against the current workflow rule or the rule criteria that it originally was triggered under before it physically triggers ...
0
votes
1
answer
97
views
how to do timer workflow
i want to activate timer workflow for the below scenario. i dont have much knowledge in salesforce. please help me with example or link.
Once a pet has received the maximum number of adoption ...
- 83
1
vote
1
answer
2k
views
Time-based workflow, total queued limits
I've read the documentation and it is clear that there are execution limits. I am more interested in the total gross numbers of time-based actions that are queued at a time. I.e. I undestand that if I ...
- 747
3
votes
2
answers
12k
views
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=...
- 1,097
3
votes
1
answer
138
views
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 ...
- 747
3
votes
1
answer
133
views
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 ...
- 65
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 ...
1
vote
1
answer
61
views
unable to run Time dependent workflow with these conditions
Hi I'm new to sfdc and I'm unable to run a time dependent workflow.
My requirement is whenever close date of opportunity equals today & stage !=closed won or closed lost i have to do a time ...
- 1,439
1
vote
1
answer
377
views
Can I send daily Reminder Emails with a List of Open Cases?
Is it possible to send out daily reminders to users/contacts a list of open cases? I've looked into some workflows, but they would end up sending multiple emails. I'm looking for a succinct way to ...
- 43
1
vote
0
answers
34
views
Can we send the follow up emails on the already send system email?
I have a requirement, as per which the system sends an email notification in each quarter to the Account contact for some document submission. Now, the system has to send a follow email after every 7 ...
- 11
1
vote
1
answer
1k
views
Replicate Time Dependent / Scheduled Action Using Apex Code
I need to send an email to Contact(s) listed in my Opportunity Contact Roles, 24 hours after an Opportunity has been Closed/Lost, if the Opportunity hasn't been reopened in the meantime. So ...
- 2,296
1
vote
1
answer
391
views
Time based workflow actions
In my scenerio I have created a time based workflow action which would send an email to owner of an opportunity based on a criteria. The workflow action send email after 15 days. Many of my records ...
- 4,751
10
votes
5
answers
9k
views
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 -- ...
- 1,017
1
vote
1
answer
927
views
Time based workflow queue
Currently i am sending notification to owner and manager of lead after 5 days from lead creation based on few user profiles rule criteria in workflow.
Now i need to send notificatios only when status ...
- 23
-3
votes
1
answer
847
views
Time-based workflow fires when
If I have a time-based workflow to fire on a certain date, determined by a date field, when does the field update happen? Is it at midnight on that day?
Please provide a reference if possible.
- 2,743
7
votes
2
answers
2k
views
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 ...
- 5,405
1
vote
1
answer
2k
views
Process Builder not getting triggered on update to field via time dependent action
I have a Process Builder process that 'watches' updates to 3 fields on the Case object, and on updates to any of these 3 fields, does stuff (sends a message to a AWS SQS Q).
When any of those 3 ...
1
vote
3
answers
622
views
How are records batched from Time-Based Workflow updates
Wonder how Salesforce handles batching records in relation to execution context.
For example, if I have a static variable that tracks the records being processed by a trigger:
trigger MyTrigger on ...
- 10k
1
vote
0
answers
174
views
Past due Time-based workflow with criteria set from other workflows
I have a very unique condition happening during a time based workflow that is causing some unexpected behavior. I am curious to know if anyone has had a similar experience and if I am correct in ...
- 1,675
1
vote
0
answers
92
views
Workflow rule and chunk size
There is a workflow rule with time-dependent action for Lead.
And there is an update trigger for Lead.
For example, it is going to do an update for 2000 leads.
How many leads will be passed to ...
- 149