function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Esteban Rocha 4Esteban Rocha 4 

How to create a daily workflow task until all requirements are met?

Hello,
I have a custom object Offer that has 4 checkboxes that need to be populated base on customer responses. The requirement is to create a Task (at least 1 per day) so the agent can call and check if one of the 4 checkboxes is true. So I need valuation criteria that check DAILY(5 working days) if the 4 checkboxes are all true.
how can I get this done? Workflow? PB? Trigger? 
Best Answer chosen by Esteban Rocha 4
Neeraj Kumar 17Neeraj Kumar 17
Hi,
If you need to check on the daily(5 working days) basis, you need to go with the apex Schedule class.

 

All Answers

Neeraj Kumar 17Neeraj Kumar 17
Hi,
If you need to check on the daily(5 working days) basis, you need to go with the apex Schedule class.

 
This was selected as the best answer
Esteban Rocha 4Esteban Rocha 4
So basically, create a trigger/class and use the Apex SC execute that every 5 working days no?
Neeraj Kumar 17Neeraj Kumar 17
There is no need to write Trigger. You need to write an Apex Schedule Class and after that, you need to schedule that apex class on every 5 working days no.
Esteban Rocha 4Esteban Rocha 4
Thanks for the info. I'm kinda new to APEX but now I understand better how it works.

Thanks Again!