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I would like to make a work flow that would automatically change leads, if they have a certain number field populated from users to a queue. 

 

The tricky part is that I want to then have them get reassigned again into another queue after 14 days. 

 

I tried setting this up but the time based workflow would activate, and then disappear a couple minutes later from my Time Based Work Flow queue.

 

Can someone help me out?

 

Thanks!
9 Antworten
  1. 11. März 2015, 21:36
    Sorry Miika I have to run before I see your replies - but assuming you are doing this in one rule, and that someone is changing fields used in the entry criteria - then I'd suggest this:

     

    Use 1 custom field and 2 workflow rules:

     

      - In the first rule - assign it to the queue and set a custom field to TRUE (say 'ReRouteMe')

     

      - In the second workflow rule, your entry criteria will be any lead where 'ReRouteMe' was set to TRUE, and this is the rule where you place the 14 day time based reassignment.

     

     
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