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I need a workflow to reasign a lead when a forumla field reaches a certain number..

 

Here is the situation. 

 

I have a forumla field that calculates a date from another date entered. We will call this Age from X

 

The rules are as follows

 

IF

 

Partner ID = X

 

Reasign Status = False

 

age from X >= 21 

 

THEN 

Reasignlead to X queue

 

Reasign STatus = True

 

 

So my question is probably a basic one. I was under the impression that any time a lead Object was update the rule was re-evaluated for fire criteria. Do the field related to the rule HAVE to be updated in order for the rule to reassess? I was under the impression that it was just when the object as a whole has any update. 

 

 

Thanks
5 respuestas
  1. 20 mar 2013, 19:42
    Yeah Jeff that is what i thought but my workflow is not firing. 

     

    As an example. 

     

    To test this imported/created a few leasd yeterday that were 1 day from matching the criteria of the workflow. So the next day they would meet the requirements. 

     

    I then went into those leads and update random fields (That were not part of the critereia) and saved the lead. The workflow did not fire. 

     

    Also Jeff you are the man when it comes to timely responses. 
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