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Topics#Data ManagementPregunta de Jacob Kohler
Jacob Kohler (Textura Corporation) ha preguntado en #Data Management
6 may 2016, 15:04

How to ensure email alert workflow works consistently on tasks due today

My org has a workflow created for when a specific user has a task due TODAY, he should expect an email alert to be sent out on that particular task/activity record. Ive attached screenshots for your reference, but from what I'm finding, while today's date may cause the record to fit the Run Criteria of the workflow rule, if the record is not edited, the rule never fires. 

 

That could explain why that particular user only receives an email alert when the task is edited on the same day that it's due, but won't when he sets tasks for future dates and when that date comes around, does not receive the email alert. 

 

Knowing this, what is a potential solution to this? I've heard process builder could be the ticket. 

 

Thank you!
8 respuestas
  1. Sunil Sarilla (M&G Investments)
    6 may 2016, 15:14
    Hi Jacob,

     

    You need a Time Based Workflow for your requirement

     

    1.Deactivate your Current Workflow Rule

     

    2.Edit the Rule Criteria by removing the 2nd Condition

     

          Due Date Equals Today

     

    3. Remove the Email Alert (From Immediate Actions)

     

    4. Creata a New Time Trigger and the Time Trigger will

     

           0 Days Before Task:Due Date

     

              or you can have

     

           2 Hours Before Task:Due Date

     

    5. Now Create a Time Dependent Action, Select the Existing Action and select the Email Alert action that you have previously created

     

    6. Save and Activate your workflow Rule.

     

     
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