I have a workflow rule that has never worked. any ideas please? thanks.
In my Org we are required to track the validity of multiple certifications per contact. I have instated a time based workflow rule that notifies by email 30 days before it expires.
I have set the following parameters
- Evaluation Criteria: Evalutaion When a record is created, or when a record is edited and did not previously meet the rule criteria
- Rule Criteria: ExpiryDate not equal to [blank]
- Time Dependent Workflow action: 31 days before expiry date: Send Email, create task.