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Suredream Workflow rule with evaluation criteria as '..edited to subsequently meet the criteria' is firing second time
Hello all,
I have created a workflow with evaluation criteria as 'Evaluate the rule when a record is created and any time its edited to subsequently meet criteria' and entry criteria as Case Status = 'A'.. It has below actions:
--> Immediate action - update Notification Date as today()+2 days
--> Time based action - close the case 2 days after Notification Date.
Below is the issue I am facing:
Created a case with Account field as blank and updated case status to 'A'.
The workflow rule has fired. It has set the Notification Date as today()+2 and created an entry in the Time based workflow monitoring queue (Scheduled date as today()+4 days).
One day later, I have updated the Account field on Case record to some non blank value. Now the Notification Date looks to be extended by 1 day and the scheduled time based action also got extended by 1 day. Ideally it should not have happened since there is no change in Case Status. The case record has continued to have the status as A.
I have turned off the apex trigger on Case object and the issue did not happen. Did someone face this kind of issue?
I have created a workflow with evaluation criteria as 'Evaluate the rule when a record is created and any time its edited to subsequently meet criteria' and entry criteria as Case Status = 'A'.. It has below actions:
--> Immediate action - update Notification Date as today()+2 days
--> Time based action - close the case 2 days after Notification Date.
Below is the issue I am facing:
Created a case with Account field as blank and updated case status to 'A'.
The workflow rule has fired. It has set the Notification Date as today()+2 and created an entry in the Time based workflow monitoring queue (Scheduled date as today()+4 days).
One day later, I have updated the Account field on Case record to some non blank value. Now the Notification Date looks to be extended by 1 day and the scheduled time based action also got extended by 1 day. Ideally it should not have happened since there is no change in Case Status. The case record has continued to have the status as A.
I have turned off the apex trigger on Case object and the issue did not happen. Did someone face this kind of issue?
"Workflow rules are triggered when a standard or custom object in a master-detail relationship is re-parented, even if the object's evaluation criteria is set to Evaluate the rule when a record is: created, and any time it’s edited to subsequently meet criteria."
Reference:
https://help.salesforce.com/articleView?id=workflow_rules_considerations.htm&type=5
All Answers
I am unable to get as to how you created a time-based WF rule with the criteria Evaluate the rule when a record is: created, and any time it’s edited to subsequently meet criteria.
As you are saying, this did not happen when Case rigger was de-activated, this means the same logic runs on before Update on Case object which needs to be removed from the trigger.
"Workflow rules are triggered when a standard or custom object in a master-detail relationship is re-parented, even if the object's evaluation criteria is set to Evaluate the rule when a record is: created, and any time it’s edited to subsequently meet criteria."
Reference:
https://help.salesforce.com/articleView?id=workflow_rules_considerations.htm&type=5