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Questions tagged [workflowrule]

All queries related to WorkFlow Rule can be grouped under here

0
votes
2answers
30 views

Fire workflow rule from trigger

Is it possible to cause a workflow rule to fire from a trigger? I would like to send an email to a group when the Owner field is changed to a specific value on the PSR object. But I'm getting the ...
1
vote
1answer
24 views

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 ...
0
votes
1answer
40 views

Salesforce Territories

I'm brand spanking new to Salesforce. Helping a friend with some of her accounts and I'm learning as I go. She wants me to find a way to make her assignment rules for her territory fields work. ...
2
votes
1answer
38 views

work flow rule object limit

In my org, I have 14 active workflow rules out of 15(one is inactive). 10 workflows on contact object and rest 5 are on different objects below is the image But when I check the object limit of ...
0
votes
0answers
24 views

Workflow formula

In building a WFR, I am receiving the error message when checking the syntax, "Error: Syntax error. Extra INCLUDES" Is there a way around this? If( AND( CONTAINS( Account_Tier__c , "Key")...
0
votes
1answer
50 views

How to query WorkflowOutboundMessage?

I need to query existing Workflow Outbound Messages in my system - by URL which it contains. And then get workflow which it relates to. Tried to play with Metadata API, but all I managed to get - ...
0
votes
1answer
15 views

Updating field on clicking the link on a email alert

Is there any way to update a field when the receiver of email alert clicks on the link to record provided on the email alert?
1
vote
0answers
25 views

How do I trigger a Workflow Rule to send an Outbound Message when a new Feed Email has been added to a Case?

I currently have several Workflow Rules listening to changes on Case objects. I have one for Feed Items, Case Comments, and any updates to the Case itself. We recently turned on Email to Case so now ...
1
vote
0answers
21 views

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 ...
0
votes
2answers
51 views

workflow condition issue

I have a requirement where an email alert is sent to specific users if the following conditions are satisfied. When a case is created with below criteria: Case market = Canada AND Status = Open AND 1)...
0
votes
0answers
80 views

Set Sub-Stage value based on Opportunity Stage

I need to set the Sub-Stage value (from a picklist) once the Opportunity Stage is set to a specific value. Can this be done as a formula or workflow or does not need to have code written to do so?
0
votes
0answers
45 views

workflow logic problem on long text area

It keeps showing accounts with DMARC blank records. I added 2 ISBLANK conditions to try to stop it but that doesn't seem to work. I'm guessing it has to be the way we combined the boolean logic. ...
0
votes
1answer
203 views

Deploy existing workflow rule from sandbox to production org using change set

Can I deploy workflow rule and field update to production using change set, the workflow rule already there in production org just want to upgrade existing workflow. Is it possible.???
0
votes
0answers
22 views

What is the syntax needed to make formula return true?

I created a workflow rule on the Contact object to fire when a record is created, and every time it's edited, The formula is not evaluating to true despite the value of the record I am editing has an ...
1
vote
0answers
41 views

Struggle to understand reevaluation of workflow rules

Per documentation, Only workflow rules that didn’t fire before will be retriggered. Make sure that your workflow rules aren’t set up to create recursive loops. For example, if a field update for ...
0
votes
1answer
175 views

Update Date Field with Formula - Workflow Rule sfdc.formula.FormulaEvaluationException: Month or Day out of range in DATE() function

I am getting troubles with the following formula, I am trying to avoid the date 29 -2. The error I am getting is: value not of required type: sfdc.formula.FormulaEvaluationException: Month or Day out ...
0
votes
1answer
37 views

Want to hide the custom field in Case object

In the Case Object I have a custom text field Delivery#. If the delivery number value is duplicate the error message should be thrown and the users should allow to save the page. By that I mean in the ...
-1
votes
2answers
88 views

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.
0
votes
2answers
190 views

Workflow rule not working with change of Contact.Owner?

I approached problem which obviously is not solvable by a trigger. I need to update Contacts's field on change on it's owner's field. Not accomplishable in trigger because MIXED_DML_EXCEPTION. ...
0
votes
0answers
47 views

Can't solve issue with outbound messages sitting in a queue

Strange problem here i'm hoping someone will know the answer to. I have a number of workflow rules that fire based on custom object record changes. When they fire they trigger an outbound message to ...
1
vote
0answers
25 views

Validation rule or Workflow process help on limiting users to 1 of each selection in a picklist

I have a plan picklist with 3 values (A, B, C) and a status with 3 values (Started, InProgress, Complete) all on the same custom Plan object. We want to prevent users to not be able to enter a new ...
0
votes
0answers
25 views

Workflow Field Update Special Character . (period)

We have a workflow rule that sets the file name for PDFs that we generate. The field update is pretty complex. We are trying to add this line: IF(CONTAINS(syna__Form_Name__c,"IFP"), "...
0
votes
1answer
15 views

Need Resolution :Question on workflow rules

Please help me with the below resolution: There are two workflows Q1 & Q2 & Two Fields A1 & B1 --->>>>When Q1 is executed Field A1 is updated to 10 & B1 is updated to 20 ----->>>>...
1
vote
2answers
14 views

How do I evaluate if an object field moved from one specific value to another before firing?

I need to figure out how to evaluate in a Workflow Rule if a Case's Status WAS Solved, and then moved to Open, fire a Field Update. Any suggestions?
1
vote
3answers
226 views

Workflow rule order of execution

If I create two workflow rules, the first being Whenever a case is opened, set Example Case Field to A and the second being Whenever a case is opened, set Example Case Field to B how does ...
0
votes
2answers
31 views

See Custom Account Field in Contact List View

Thank you in advance for reading this! We would like to create a Campaign for all Contacts that are associated with Accounts that have a value selected for a custom picklist field. Example- We have ...
0
votes
2answers
546 views

When Dates of Contract End Date Pass, Contract Status Should Expire

I have created Workflow rule and selected criteria as like below and after pick list field update selected Expired. ahm__Contract_Expiration_Date__c < TODAY( ) But when I select the dates less ...
1
vote
0answers
76 views

Field Update IF statement returning the wrong value while meeting conditions

A workflow activates when a budget is input to Budget1 in an Opportunity. The workflow contains a field update. The field update contains an IF statement that is returning the PRIORVALUE(Value1) even ...
0
votes
0answers
52 views

Anniversary date generate email each year

I am having trouble finding best practices on automating an email to a contact on their anniversary date for the close of Escrow on a home. I'm sure it can be done using Apex, but I'm trying to get it ...
0
votes
1answer
509 views

Event : Workflow Email Alert Template - Add to Calendar Button(s)?

Issue: We have a request from our Education department to send our customers an email reminder when we book a new Event with them. We have a large no-show problem with customers forgetting about ...
1
vote
1answer
148 views

How to access Owner Role via Formula in Contact object?

I'm creating a Workflow that will set a field with the record owner's role during creation. However, when I try to add the formula (Owner:User.UserRole.Name) I instead get this error: Error: You don'...
1
vote
1answer
46 views

Workflow rule send email alert to Home office user Profile if rep profile user get deactivated

I want to make an email alert if a rep has left the company (Rep profile user account deactivated) and has outstanding programs. So I want to put in the email template his name, his role, and his ...
1
vote
1answer
152 views

How does punctuation in strings affect Workflow Rule logic?

I'm trying to write a rule with the following criteria: IF case.subject CONTAINS "long string with punctuation" OR IF case.subject CONTAINS "another long string with more punctuation" THEN perform ...
0
votes
0answers
29 views

Workflow Rule - CreatedDate Filter for Implementation

I'm in the process of implementing a SFDC release for our client. I've created a workflow rule that creates start and stop times when certain changes are made to a record. The tasks occur in a ...
1
vote
1answer
150 views

can we receive outbound message on localhost for debugging?

I am new to salesforce.com, i created a outbound message for account and set workflow rule for create and edit. my endpoint URL for outbound message is like http://localhost:2551/Listener.asmx i am ...
1
vote
1answer
851 views

Can't reference User.LanguageLocaleKey in Formula Field / Workflow / Validation rule

When creating a formula field whose value is dependant on the current user's language, I find that I can't reference User.LanguageLocaleKey For example, when trying to create a link to an image whose ...
-1
votes
1answer
80 views

Date and Time stamp value should be updated in the field

I have to update the value of a text field on the Order object using Workflow Rule Field Update based on the time the record was created or last updated. The datetime stamp should be in the format: ...
0
votes
1answer
274 views

Workflow Rule to Timestamp created/updated datetime in specific format

I want to update the value of a text field on the Order object using Workflow Rule Field Update should be a timestamp of the current user creating and updating the record The datetime stamp ...
2
votes
3answers
135 views

Field Update in Workflow Rule

I need to set a field on the Order object using a Workflow Field Update, and the updated value should be formatted as follows: <Account JDE Ship to number> - YYMMDDHHmmSS I have tried to the ...
0
votes
0answers
38 views

Fire workflow whenever object is created or updated without a rule?

I would like a workflow rule to fire when added or updated, but I am not sure of what rule to put. There is no specific rule I need (such as fire when this field goes from false to true). I just need ...
3
votes
2answers
550 views

How to check if field value belongs to multi-select picklist with formula?

I cannot save workflow formula with this line: INCLUDES(Account.Categories__c, Category__c) Categories__c is a multiselect picklist and Category__c is text field. Error says: Field Category__c ...
3
votes
1answer
205 views

Send email to user when activated, using workflow rule

How can I configure Salesforce to send an email to a user when its user in the system is activated (IsActive = true)? Right now I can create a workflow rule that triggers when the User record is ...
0
votes
1answer
60 views

Accounts RecordType Check condition on Task Workflow

I have workflow Rule on Task which sends outbond message when "created, and any time it's edited to subsequently meet criteria" This happens with each and every Task - But I want Outbond Message to ...
0
votes
2answers
53 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 ...
0
votes
2answers
276 views

Workflows are not running for Unit tests

I recently came across an Issue when running a Test class. In my Test class I Insert a custom object. And by the time the record is inserted, there is a workflow rule to fire and populate the Id value ...
0
votes
1answer
385 views

I need to add Criteria on Workflow if current user profile =“System Administrator” then update the field

Requirement: I used $profile.Name= "System Administartor".I am confused whether it will check current user profile who is updating/creating record. Please help
0
votes
2answers
299 views

Deploying a field update to a queue

When deploying via a change set a Workflow rule that has a field update that Sets the OwnerId to a Queue, I get an error in the destination org: 'Illegal field: OwnerId for lookup value type:Queue'. ...
1
vote
1answer
1k views

Workflow Rule (Ischanged) - Field is not updated when the record is created

I've created a workflow rule that will update a field when a record is created or edit. However, the workflow rule is not updating the field when the record is created, just when the record is updated....
0
votes
1answer
361 views

Case insensitive substitution

I have a text field that is updated using a workflow rule when created or edited. I would like to substitute a substring. For now, I have the following field update action: IF( CONTAINS(LOWER(...
0
votes
2answers
45 views

What does this trailhead table mean about complex branching arguments? [closed]

According to this table the workflow only deals with single if/then statements (scroll down about 1 screen length): https://developer.salesforce.com/trailhead/en/force_com_admin_intermediate/...