I have a workflow rule setup with the following criteria:
today() - Last_QCCP_Call__c >= 90
On this rule I have 4 time dependent workflow actions which are tasks. The criteria for these to be added are: 90 Days After Last QCCP Call
My problem is if I enter a date that is >90 days the tasks are not being added to the account.
If I add them as immediate workflow actions they are. I need them as a time based so every 90 days they are added automatically.
Does anyone out there have any ideas for this novice?
Is there any way to run a Workflow Rule evaluating criteria on a Task (Status=Completed and Subject=ABC) but updating a field on the Account?
I have a workflow rule setup to add 4 tasks under a Time Dependant Workflow Action of 90 Days After Last QCCP Call
This is the rule criteria: today() - Last_QCCP_Call__c >= 90
When i go to test this: and put a date in the Last QCCP Call field, nothing happens. The number of days does equal 90 or more.
What am i doing wrong?
If I take out the time dependant and just use an immediate workflow action it works. But i need this to be recurring.
Something like...
date_field + 3 months
I'm trying to update a date field Last_QCCP_Call__c using a field update with the following:
I'm getting the following error: Error: Formula result is data type (Boolean), incompatible with expected data type (Date).
IF(today() <= DATE(2011,06,01), Last_QCCP_Call__c=DATE(2011,03,01),IF(today() <= DATE(2011,09,01), Last_QCCP_Call__c=DATE(2011,06,01),IF(today() <= DATE(2011,12,01), Last_QCCP_Call__c=DATE(2011,09,01),IF(today() <= DATE(2012,03,01), Last_QCCP_Call__c=DATE(2011,12,01), null))))
