Questions tagged [workflowrule]
All queries related to WorkFlow Rule can be grouped under here
87
questions
-1
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1
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43
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Updating Relationship Fields in Workflows [closed]
Can we update a lookup relationship field in a workflow, or can only the master-detail field be updated?
-1
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1
answer
1k
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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 ...
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0
votes
1
answer
519
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 ...
0
votes
1
answer
537
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 ...
- 35
0
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1
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318
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 ...
- 323
1
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1
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441
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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 ...
- 323
0
votes
1
answer
409
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 ...
- 31
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1
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133
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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 (...
0
votes
1
answer
510
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 ...
- 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 ...
- 105
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1
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53
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 ...
- 95
0
votes
1
answer
1k
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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 ...
- 25
1
vote
1
answer
4k
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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:...
- 5,065
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 ...
- 11
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votes
1
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483
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 ...
- 265
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 ...
- 228
0
votes
1
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795
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 ...
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0
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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 ...
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1
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111
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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 ...
user90529
1
vote
1
answer
431
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 ...
- 865
0
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0
answers
968
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 ...
- 29
0
votes
1
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48
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 ...
- 15
0
votes
0
answers
467
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 ...
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0
answers
457
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 ...
- 317
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1
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310
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 ...
0
votes
1
answer
59
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"),
...
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1
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1
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143
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)....
- 193
0
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1
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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(...
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 ...
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 ...
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1
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1k
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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 "...
- 405
1
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1
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2k
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 ...
- 1,237
2
votes
1
answer
799
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 ...
- 23
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2
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777
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 ...
- 2,470
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1
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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 ...
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. ...
- 116
1
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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 ...
- 63
0
votes
2
answers
336
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 ...
- 63
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 ...
- 39
0
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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 ...
- 179
0
votes
1
answer
557
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 ...
- 427
0
votes
1
answer
342
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 ...
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 ...
- 440
0
votes
2
answers
452
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 ...
- 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 ...
- 609
0
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1
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285
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
1
answer
349
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 ...
- 2,708
0
votes
1
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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 - ...
- 101
0
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1
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283
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?
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1
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0
answers
180
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 ...
