You need to sign in to do that
Don't have an account?
Air Foxx
Auto-launch email reminder or visual workflow
Hi,
I'm trying to automatically launch (i.e., without a record create action) an email reminder when the date is within x months of a contract expiration date. I initially created a workflow rule, to be triggered when a formula status field changes its status within the x month time period, but discovered that formula fields don't trigger workflow rules. So I'm considering creating a visual workflow that will create a record in the applicable contracts, thereby trigging the rule. The only issue now is how to launch the visual workflow automatically (without necessarily having to click a button or link) maybe at a designated time each day. Does anyone know if this is possible without non-Apex programming?
Thanks.
I'm trying to automatically launch (i.e., without a record create action) an email reminder when the date is within x months of a contract expiration date. I initially created a workflow rule, to be triggered when a formula status field changes its status within the x month time period, but discovered that formula fields don't trigger workflow rules. So I'm considering creating a visual workflow that will create a record in the applicable contracts, thereby trigging the rule. The only issue now is how to launch the visual workflow automatically (without necessarily having to click a button or link) maybe at a designated time each day. Does anyone know if this is possible without non-Apex programming?
Thanks.