Can you please help me out with my workflow rule? The goal of my WF is to send email alert to Owner and Requestor (with additional copy to admin) for OPEN agreements that have no activity in 30 days. Activity, for me, means attaching a document, adding a note, or modification in the record itself. The “LastModifiedDate” in our custom object was made custom by my IT so it covers all these actions. Also, I created a custom formula called “Last Activity Age” [FLOOR(NOW()-LastModifiedDate] to get the age (days) based on my last modified date as opposed to the standard Age column which calculates differently.
I created two workflow rules but are both unsuccessful. Just for quickly testing my workflow, I am looking at 1 or 2 days only; if I become successful, I will update these to 30 days. Attached are my two WF rules, can you please tell me why none of these is firing an email alert?
In my workflow 1, I added an immediate WF action, so when age reaches “1”, the email will fire right on that day.
In my workflow 2, I added time dependent trigger such that when age reaches 2, then email should fire based on [LastModifiedDate + 2], which should be the same date when the age becomes 2. I am not confident that time dependent is the way to do this, but I was really testing every option I can test.
Last Friday, after I set up these WF rules, I then created a record to test. Today, I ran a report and see that my agreement's “Last Activity Age” is adjusting properly (it is now 3), but none of my WF has fired, as I did not receive any email alert being the owner.
I hope I made this as clear as possible, but if I missed anything, please feel free to ask or comment.
Thanks so much for considering this post,
Juhn
18 risposte
Jithesh, the problem with the workflow as-is is to do with having the last activity age as a criteria. Workflows only fire when a record is changed - formula fields don't count. It can NEVER be true that the activity age is 2 when a workflow is triggered - it will always be 0 or 1 depending on how it's implemented.
