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Questions tagged [workflowrule]

All queries related to WorkFlow Rule can be grouped under here

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Workflow Rule Migration to Flow: implement "Time Based Actions" together with "Re-evaluate Workflow Rules after Field Change"

I am currently tasked with migrating all of an Org's Workflow Rule (WFR) and Process Builder (PB) logic to Flow. This was mostly a trivial task, as each WFR entry condition and each "TRUE/FALSE ...
Daniel L's user avatar
0 votes
1 answer
478 views

Custom field on Payment object automatically filled out when Opportunity is created

My organization is using the Salesforce npsp (non profit success pack). We use the Opportunities object for both donations and grants and separate the two by different Record Types. When someone ...
Matt Pugh's user avatar
0 votes
1 answer
480 views

Workflow migration to flows

I have tried migration of workflows and I have used the feature multiple currencies and even then migration to flows is possible. Attaching the worflow rule and workflow action. So my question is I ...
PJ98's user avatar
  • 25
0 votes
1 answer
281 views

Convert workflow rules with Evaluation criteria to Apex code

I have criteria in the workflow which need to convert to apex code. Here is the WF rule and criteria to convert. Rule Criteria: Opportunity: Status EQUALS Service Evaluation Criteria: Evaluate the ...
RKCY's user avatar
  • 323
1 vote
1 answer
419 views

Evalution criteria in record-triggered flows vs apex trigger

Due to some performance issues, I plan to migrate the Record-Triggered flows to the Apex trigger code. I wrote all the criteria logic and updated the records in the Before Insert and BeforeUpdate ...
RKCY's user avatar
  • 323
0 votes
1 answer
375 views

Any way to find the deleted workflow rules?

I was helping my company to mass update CASE records in one of our sandboxes. In order to expedite the process, I deactived all its workflow rules (object Case) before the update. After the update is ...
Kay's user avatar
  • 21
0 votes
1 answer
131 views

Want To Return First Response Timestamp As Null If The Case Origin Is Web

I'm trying to ensure that two of our fields, which are formula based, return as Null if the Case Origin field (object = Case) is "Web". If it's any other origin source, the First Response (...
Brookes Ringle's user avatar
0 votes
1 answer
478 views

Hourly limit exceeded for processing workflow time triggers salesforce

I am facing an issue on "Hourly limit exceeded for processing workflow time triggers".I found a way to increase the org limit.But is there any way I can understand which workflows are ...
JK123's user avatar
  • 69
0 votes
1 answer
33 views

Workflow Rule Update to Weed Out Specific Users

We have a workflow rule in place to send an email alert to our Sales Leadership team when an Opportunity of certain record type is Closed Won. I need to modify this workflow rule to not send the alert ...
NoviceAdmin80's user avatar
0 votes
1 answer
52 views

Two workflow rules with different formulas firing for one scenario

I have two workflow email alerts when a case is created from an email (email-to-case). Workflow rule 1: CONTAINS("[email protected]", Source:EmailMessage.ToAddress) Workflow rule ...
Mohamed Arzad's user avatar
0 votes
1 answer
1k views

Trying to update country code in phone field with Workflow rule

Trying to update country code in phone field with Workflow rule. In which rule will check the Country(picklist type) and add the country code before mobile number(Phone type) automatically. Tried so ...
user46402's user avatar
1 vote
1 answer
4k views

sfdx.exe deploy WorkflowRule fails with "not found in zipped directory"

I am working with sfdx Trying to deploy a changed workflow from my sandbox to production I am getting the workflow with no problems with this command: sfdx force:source:retrieve -m WorkflowRule:...
Itai Shmida's user avatar
  • 5,025
1 vote
1 answer
1k views

Bypass/deactivate validation rules, workflow rules, process builders in apex class

We are writing batch job to update a field one of object records through batch(around 500K records). I have validation rules, workflow rules, process builders on this object which increases the batch ...
Sayali Salve's user avatar
0 votes
1 answer
429 views

Field update action not working as expected

I have created a workflow on the Order Line Item object that fires when a custom field named Customer Budget is Changed. I have added 3 field update actions under this workflow rule. To update a ...
Akshay Vasu's user avatar
0 votes
1 answer
24 views

WFR Not running

so I have a WFR that's triggered by a check Box being set to true, this check box is on Account, WFR is supposed to RUN when: created, and any time it's edited to subsequently meet criteria But for ...
Simple Code's user avatar
0 votes
1 answer
748 views

Separate emails to internal and external users via workflow rule

I have a workflow rule with one email alert which sends out an email to the Contact and internal users on case creation. The problem is that both are receiving separate emails instead of one, i.e. one ...
mediocreCoder's user avatar
0 votes
0 answers
54 views

Compare field value with Custom Label in workflow rule [duplicate]

I have a custom label : My_Label which stores a string like Error1,Error2,Error3. In my workflow rule I have to check if Custom field F1__c contains any of the error specified in My_Label then fire ...
sfdc07's user avatar
  • 614
0 votes
1 answer
101 views

Workflow rule/field update not firing when changes are made in Visualforce page

For some reason, the workflow rule works as expected when changes are made on a standard page; but the workflow rule does not fire when I edit fields on the Visualforce Page, which means the problem ...
user avatar
1 vote
1 answer
399 views

Time Based Workflow triggering after record is deleted

I though when a record is deleted, or no longer meets the criteria, the time dependent workflow queue removes the email reminder action from the queue Use Case I have a Time dependent Work Flow on the ...
GroundToCloud's user avatar
0 votes
0 answers
852 views

Update a field if another has changes with flow

I want to create a flow which updates Opportunity.CloseDate when Opportunity.StageName is set to "Close Lost". I created a flow to archiev that, but somehow I must have a misunderstanding ...
Dennis1995's user avatar
0 votes
1 answer
46 views

Workflow rule that will send an email to some user

I have this task - send an email alert 3 weeks before Next_Internal_Review_Date__c(field) if the date is not equal to 31/01 or 30/09 to me. For this I have created workflow rule with time dependant ...
Nomad's user avatar
  • 15
0 votes
0 answers
426 views

Set "current User" in Workflow Rule - Fiel Update Action

I have a Worklfow Rule which changes a field Value. I have different User which will trigger this Workflow Rule. In the Field History of the Object, the respective user's name will show up. However I ...
Cmd_Keen's user avatar
0 votes
0 answers
450 views

workflow rule not firing update field action

The requirement is to write a workflow rule on certain custom object for field update and the condition is "if Status__c(formula text field) value is Block and picklist value of Rule__c field is ...
Return0's user avatar
  • 307
0 votes
1 answer
299 views

Not receiving email from time-based workflows but shows in queue

I have a time-based workflow rule with 1 email alert and 3 field updates. Field updates are happening successfully but I am not receiving the email. I am using a VF email template. Email ...
mediocreCoder's user avatar
0 votes
1 answer
58 views

Need assistance with workflow rule criteria

I have a scenario when a time-dependant workflow needs to be triggered when the case status is new and specific users with specific roles are logged in. AND(ISPICKVAL(Status, "New"), ...
Darko Todorovski's user avatar
1 vote
1 answer
132 views

Formula in Workflow Rule not triggering when it should

I have a workflow rule that should be creating a Task when someone creates a new opportunity with an amount over $500. But for some reason it isn't triggering (yes, I checked to make sure it's active)....
James's user avatar
  • 193
0 votes
1 answer
1k views

Error: Syntax Error. Missing '=' for formula

Please help . I am receiving a syntax error for this formula. Tried many ways. Not able to figure out. I am sure i must be doing something silly. Error: Syntax error. Missing '=' AND( NOT(...
Salesforce_Beginner's user avatar
2 votes
1 answer
2k views

Email Alert to include the actual fields that changed that triggered the email alert

I have triggered an Email alert when Status is changed, LastModifiedBy date is changed and it works - every time there is a change in any of the fields on a ticket, emails are sent to Owner and ...
Mira Cheytanova's user avatar
2 votes
1 answer
1k views

Trigger outbound message/API Endpoint on record delete [duplicate]

On the Event table I have a workflow rule that sends an outbound message that notifies my external API when a record is created and updated. 1) Is it possible to have the workflow send an outbound ...
rosghub's user avatar
  • 217
1 vote
1 answer
1k views

send a email notification everytime a formula field is changed except for the first time edit

I need to send a email notification when a formula field changes except for the first time. I have a workflow rule setup to evaluate every time the record is changed and setup rule criteria "...
Samuel Jackson's user avatar
1 vote
1 answer
1k views

Does "Re-evaluate Workflow Rules after Field Change" behave more like a Boolean or a Set-ID for recursion prevention?

I'm refactoring 4 workflow rules into before-triggers, and one thing I noticed is that I'm not saving a lot of time. I'm investigating the possibility that this has to do with all 4 trigger handlers ...
k..'s user avatar
  • 1,217
2 votes
1 answer
741 views

email alert not triggering

We have a unique situation now as we are transitioning to 2 separate SFDC instances and the business is not interested in SF to SF Connection. So at this point, once a deliverable is generated by the ...
Laura's user avatar
  • 23
0 votes
2 answers
754 views

Remove an Action from Workflow Rule using Change Set

I have an existing Workflow Rule with 3 actions. I remove one action in a sandbox. Create a Chnage Set with only this Workflow Rule (not action I removed). Upload to Production. Check the source of ...
Andrii Muzychuk's user avatar
0 votes
1 answer
52 views

Process Builder not reevaluating a key formula field

I have quite a quandary which I have searched for a few hours on the forums with no luck. Process Builder Rules: "Recursion - Allow process to evaluate a record multiple times in a single ...
SalesforceJohn567's user avatar
1 vote
1 answer
1k views

The record couldn't be saved because it triggered an email alert that failed

Staff user is a member of Queue 1 attempting to transfer a record to another team which works out of Queue 2. When updating the owner to Queue 2 and saving the record the following error displays. ...
Gabriel M's user avatar
  • 106
1 vote
2 answers
166 views

Help with Workflow Rule

I have a below scenario for opportunity object. Criteria: When Amount is blank or 0 When no Lines are available (opportunity Line) Record type is ERP Upload Stage is "Sales Order" If above all met ...
Ravina 's user avatar
0 votes
2 answers
333 views

Workflow Field Update giving an exception Error

I am using the Field Update Workflow with the below scenario- If Length of name(Field)is Blank - Error Message: Name length is invalid If Length of name exceeds 35 - Error Message: Name length is ...
Ravina 's user avatar
1 vote
1 answer
2k views

Process Builder vs workflow Limitations

I know this was asked multiple times with variable context. I have gone through the SF documentation regarding Process Builder & Workflow limits & different use cases but I'm still unable to ...
SMorse's user avatar
  • 39
0 votes
1 answer
869 views

Can a process builder trigger a workflow field update?

I have an object (let's call it Object2), which has a lookup to account. Object2 has a field called combined, which concatenates the value of account.Customer type and a few other fields (including ...
apadana's user avatar
  • 179
0 votes
1 answer
554 views

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 ...
lemdev's user avatar
  • 427
0 votes
1 answer
336 views

Workflow Rule not working and unable to auto launch a flow

I created a workflow rule with a field update. Which worked I needed to add another field update to the existing workflow rule that would remove a check mark. The workflow still fires the first field ...
Khylin Edwards's user avatar
0 votes
1 answer
2k views

Getting 'Error: Syntax error. Missing ')'' in formula but can't find where

I am writing a formula that will execute a workflow action to change an ownership of an opportunity to the database. However, if the user making the change on the opportunity is one of three profiles ...
Josh's user avatar
  • 440
0 votes
2 answers
448 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 ...
tom_12321's user avatar
  • 191
1 vote
1 answer
130 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 ...
user2957592's user avatar
0 votes
1 answer
284 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. ...
Kelly Rana's user avatar
2 votes
1 answer
331 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 ...
gs650x's user avatar
  • 2,670
0 votes
1 answer
1k 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 - ...
sleepwalker's user avatar
0 votes
1 answer
269 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?
joseph's user avatar
  • 1
1 vote
0 answers
176 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 ...
Komran Rashidov's user avatar
1 vote
0 answers
148 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 ...
Farmer J's user avatar