• jjfdev
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I am working on triggering a workflow to create a task after a lead has been around for 7 days. So far I have

 

 

OR(ispickval(Status,"Open"),ispickval(Status,"Contact Made"),ispickval(Status,"Contact Attempted")) && today() - datevalue(CreatedDate) = 7

 

 

 

But the workflow isnt triggering, is there anyway to make this happen without doing a time-dependent workflow?

 

I have figured out I cannot trigger a workflow off of a forumula field.

 

How can i get this accomplished?

 

Is it possible to do a formula using ischanged on a formula field and then check that same field if it equals 7 to trigger the workflow?

Message Edited by jjfdev on 03-01-2010 02:59 PM
Message Edited by jjfdev on 03-01-2010 03:19 PM
Message Edited by jjfdev on 03-01-2010 03:34 PM
  • March 01, 2010
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I am working on triggering a workflow to create a task after a lead has been around for 7 days. So far I have

 

 

OR(ispickval(Status,"Open"),ispickval(Status,"Contact Made"),ispickval(Status,"Contact Attempted")) && today() - datevalue(CreatedDate) = 7

 

 

 

But the workflow isnt triggering, is there anyway to make this happen without doing a time-dependent workflow?

 

I have figured out I cannot trigger a workflow off of a forumula field.

 

How can i get this accomplished?

 

Is it possible to do a formula using ischanged on a formula field and then check that same field if it equals 7 to trigger the workflow?

Message Edited by jjfdev on 03-01-2010 02:59 PM
Message Edited by jjfdev on 03-01-2010 03:19 PM
Message Edited by jjfdev on 03-01-2010 03:34 PM
  • March 01, 2010
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I would like to create a workflow for the following:

 

Change Account Type field to "Customer" if Opportunity is Won.  I think I need to create a workflow rule for Opportunities and a field update for Account.  But from what I have read, I need to use a formula for cross objects.  I am stymied as to how to set this up.  Can someone help me?

  • February 17, 2009
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