(Opportunity: 48 hour acceptance date equals TODAY) and
The field 48 hour acceptance date, is a formula date field.
The Evaluation Criteria is set to :
When a record is created, or when a record is edited and did not previously meet the rule criteria
If the opportunity is not edited, but meets the criteria when that date field becomes today, will the workflow rule fire?
7 Antworten
Ok Nick
Our sales people need to 'accept' an opportunity within 3 days after assigning it.
So we have a lookup field called Sales Person, a date assigned to Sales Person field (updated with WF every time the Sales PErson is changed, and a Status field (picklist).
So I created a formula date field (to show the date by when it should be accepted) by adding 3 days to the date assigned to Sales Person field. So in the example below, if the Opportunity Status is not "02-Accepted" on the 16th, the rule must send an email, whether the opportunity is edited or not. The workflow rule is 48 Hour Acceeptance date = today()
