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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Question : Time Based Workflows
If I have a time based workflow triggered on Case create where I check if Status = 'Open' then close the case after 7 days.
Will the case still get closed after 7 days even if the staus <> 'Open'...
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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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Prevent time dependent workflow actions that would be in the past
We want to setup some time dependent workflows to send out some emails. At some point a sales person may want to stop those emails going out - so we have a checkbox that they can tick and the rule ...
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Time Based Workflow
Requirement: Lead Unread Notification
I have two users, on creation of a lead within two hours if lead is unread a email notification is sent to the owner of the lead.
And if the lead is still unread ...
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Closed/Lost opportunity stage should match with Omitted forecast category
I have time based Workflow on opportunity Object.
As per our workflow criteria when 'Reservation End date equals today's date and Reservation Flag is true' the workflow fires and updates 2 fields ...
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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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Does a time trigger workflow rule based on a date, with a field update on that same date, still execute if the field update changes the date?
I have a time based workflow rule that fires when TriggerUpdate1 is True. When it fires, two time dependent workflow actions are kicked off (they're part of the same rule, just two actions):
At 1 ...
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Workflow rule creation process
I have to create a workflow so that it shows a message when a sample lot Expiration date is just 90Days ahead. Can some one show me the process?
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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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Time based workflow not working
Seeking some insights on a roadblock regarding time based workflow.
Is there a way to trigger time based workflow for existing records?
A time based workflow has been created to notify student 14,7 ...
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Time-based workflow when overdue object
I have a custom field on a standard object called Due_Date__c.
When the record has an overdue date, the owner of the record should receive a reminder email.
So I have set a workflow rule with a time ...
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Time dependent workflow email alert is not received
I have created a site to create case. I have a time dependent workflow in case object which will send email alert after one hour if the case is still at queue.
The Workflow action is triggered ...
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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 Action
I need to send an email alert 7 days before the trial date expires, so I set a workflow with a Time-Dependent Workflow Action for 7 days before expiration.
But if the contact signed up during the ...
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Can we associate business hours with workflow rules
we are currently working on the case object using custom case escalation workflows with email alerts that works based on the time dependant workflows.Even though we setup the business hours in the ...
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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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How to handle reminder email alerts without duplicate sends from multiple conditions met
How would I handle this scenario...
When a record is created it has an expiry date. I want to send separate email reminders to the record owner 45,35,25,15,5 days before the expiry date.
I have a ...
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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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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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Method to Cancel Email Alerts, or at least see which ones are scheduled
We have an email alert that is setup using a Time-Based Workflow rule.
The time-based part is setup on Opportunity creation.
There are rare instances when we have to Cancel the Opportunity (closed ...
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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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Apex field update to match workflow criteria. Field gets updated but workflow doesn't queue up
When I manually edit and save the record to match a criteria that activates a time based workflow, the actions are queued up as expected in the time based monitor workflow.
But when apex updates ...
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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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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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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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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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Time dependent workflow email
Your advice on the best way to implement this requirement with workflows?
"1 day after the DateX field is populated, email the Case contact."
So, this requires time dependent workflows. But I don't ...
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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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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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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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time dependent emails not getting sent to the user?
I have a workflow rule, and when it's met, a time depenant workflow action is fired to send an email. I see the email in the email in the Time-Based Workflowsection, and it sits there and disappears. ...
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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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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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Can we use some conditional formula in rule trigger date?
Can we use some conditional formula in rule trigger date?
Let’s say we have a custom object having a date field. This custom object will have multiple records (let’s say R1,R2,R3,R4) with its own date ...
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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-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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Workflow To Send Monthly Alerts To Client
I have an administrative question related to workflows. Our Customer Support Manager wants to, when payments have been deferred in hardship cases, send monthly alerts until the deferment ends (to the ...
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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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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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