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GPS Finance
Time Dependent Workflow Formula
I am trying to set up an email alert to be sent 30 days after the date in a date field. I set up a time dependent workflow rule, but it is sending the alert 30 days after the field is populated. I need it to be based on the actual date in the field. Customer service said I needed to set up a formula and I had to come here to get help with it. Can anyone help me with this? I have never used formulas in Salesforce before. Thanks for your help.
Click Remove on the workflow action within the time trigger, then create a new time trigger and add the email alert to it.
All Answers
So you have a workflow rule with:
Evaluation Criteria: created, and any time it’s edited to subsequently meet criteria
Run Criteria: Date field not equal to _____
Then your workflow action is a time dependent email alert set to fire 30 days after Date field, or 30 days after trigger date?
It is currently set at 30 days after rule trigger date, but I need to change it so the alert goes out 30 days after the date that is entered in that field.
Indeed. You answered your own question.
If a record has a blank date field, then you edit it and enter the date 3/1/2013. Currently, the email will go out 30 days after TODAY, because today is the date the rule triggered.
If you change the time trigger to 30 days after Date_Field__c, the rule will fire 30 days after 3/1/2013.
That sounds easy, so this may be a stupid question. How do I change the time trigger? I'm on the Edit Rule page, but I can't figure out how to change it.
When looking at the Workflow Rule page, you should see a section for Workflow Actions with an Edit button next to it. Click it, and then you should see two sections, one for Immediate Workflow Actions and one for Time-Dependent Workflow Actions. Under the latter, you should see your Time Trigger with Edit | Delete next to it. Click Edit.
When I click on the Edit button next to the Time Dependent Workflow Action, it takes me to the Email Alert page. I don't see anything that says Time Trigger. What am I missing?
Click Remove on the workflow action within the time trigger, then create a new time trigger and add the email alert to it.
For some reason, the Add Time Trigger button is inactive and it won't let me click on it to add a new time trigger. But, I will create a new workflow rule and start over with your instructions. Thanks for your help.
The criteria is created, and any time it's edited to subsequently meet criteria.