You need to sign in to do that
Don't have an account?
BJR
Time Based Workflow Trigger
I am trying to create workflow to
1. trigger task for record owner and
2. change a field.
I want to use a date field that triggers whenever that field equals today. I created a formula field that changes the text in the field whenever the date field=today. But it doesn't seem to be enough of a change for the record to update and trigger the workflow? I know the formula never changes….just the results. Any Help would be appreciated
werewolf
I think the trick is probably to set your time trigger to be 0 days before that field and make the necessary updates at that time. You seem to be trying to use the workflow criteria to do something that you should be using a time trigger for. So make your workflow criteria without regard to the date, and then click Edit in the Workflow Actions and create a time trigger, and then put what you want to do in the Time Dependent Actions section.