I have a custom object called Vouchers. Each voucher has a Type, an Expiry Date and a formula field called Availability. This formula field identifies if the voucher has been Used, is Available, or has Expired.
I want to use the Availability field in a RUS , to count the number of available type A vouchers. I can't use it directly, so have created a field called Availability for Count Use, to be updated by a workflow rule (evaluated upon creation, and every time it is edited), that mirrors the result in the Availability field. I can then use this in the RUS.
Problem is, when the Availability field changes to Expired (when the expiry date has passed), this WFR doesn't update the Availability for Count Use field. It works if I amend the voucher so Availability becomes Used, as I am making a driect edit, but it is though it doesn't recognise the formula update as a record edit.
I will attach screenshots and would appreciate any insight, it's driving me mad!
6 risposte
Hi Sara,
because workflows are only trigerred during creation or upon edit, if you are not editing the record on the expiry date the orkflow will not fire.
Keep your current workflow as it it and create a new time based workflow.
Evaluation Criteria: Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteriaRule Criteria: formula evaluates to true and the formula is
NOT(ISBLANK(Espires_When__c))
(Use the insert field buttont o select the field API Name of Expires When?)
Add Time Trigger: 0 Days After Expires When
Add Time dependent Field update action and update the availability for Count use fielduse formula to set the new value and the formula is
'Expired'
Save,Done and Activate the workflow rule.
