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Rachel LinderRachel Linder 

Need Help With Controlling when a WFR Kicks Off Or Not

We have a WFR That changes the status of our Project Revenue Item to Completed and updates the revenue date after 10 business days. Here is the WFR and the Two field Updates:

Project Revenue WFR

Field Update to Completed

Field Update Revenue Date

We have new criteria for a specific customer. This custome "ABC Company" gets 30 days to respond to the CC. But at the end of the 30 days it does not automatically flip the status to complete. It needs to stay open.

How do I override this workflow rule for this specific customer? We want the process to be manual for this customer specifically.
Medhya MahajanMedhya Mahajan

First, you can alter this worfklow's citeria to include a condition like ( Current user : Account  NOT EQUALS TO Abc company )

Since you do not want the status to change if ABC company does not respond even after 30 days you need not write another WF rule either.

In case if you have any scenario where you want to take some action after 30 days for ABC company ( In case they do not respond ) you can go ahead and create a similar workflow rule.

Please mark as solved if this helps.

Medhya Mahajan