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Timebased workflow rule for a field update on Opportunity not firing
I want to update a field of Opportunity object with a time dependent workflow action. I have created a workflow rule and added a criteria. it is
I activated the rule.When i check the time based workflow queue my workflow rule is not listing there. can any one please help me to resolve this issue. any help will be liked.
Thanks,
Balayesu
CloseDate LESS THAN TodayI added time dependent action as field update and it will fire 1 hour after rule trigger date.
I activated the rule.When i check the time based workflow queue my workflow rule is not listing there. can any one please help me to resolve this issue. any help will be liked.
Thanks,
Balayesu
You can follow these steps if you want the workflow you created to fire for the existing opportunities :
1) Go to Developer Console and query on Opportunity fetching all the Opportunities where CloseDate < TODAY
2) Now just update the list you received This will make your workflow fire.
3) Go to Setup|Monitoring|Time Based Workflow and you should see the time based workflow queued for every record updated.
Thanks
All Answers
When you create an Opportunity reminder rule, it doesn't run against existing Opportunities. The new rule only applies to records created or updated after the rule is activated.
There is a way to test time based workflow. Trigger the workflow, then go to Setup|Monitoring|Time Based Workflow and see that the action has been queued (you can also see what time it's queued for). If anything happens between when you triggered the action and when it's actually supposed to happen that violates the workflow criteria then the action(s) will be unqueued.
Regards,
Sarvesh
Is there any option available for dealing with existing records based on their closedate?
You can follow these steps if you want the workflow you created to fire for the existing opportunities :
1) Go to Developer Console and query on Opportunity fetching all the Opportunities where CloseDate < TODAY
2) Now just update the list you received This will make your workflow fire.
3) Go to Setup|Monitoring|Time Based Workflow and you should see the time based workflow queued for every record updated.
Thanks