I need to create a workflow rule (or process) that will create a task assigned to the account's owner when there has been no activity on an account for 2 months (60 days). I found that the LastActivityDate value on the account would potentially meet my needs but since it is not a field as such, I can't create a time-dependent rule off of it. I've tried bringing the value into a Formula field but since it's a formula, when the date changes, it does not constitue a record being updated and therefore does not trigger my rule.
Here is how my rule is currently built:
Evaluation Criteria: Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria
Rule Criteria: NOT(ISBLANK( LastActivityDate ))
I have a formula field on the Account labeled 'ActivityDate Workflow' with formula = LastActivityDate
Time-Dependent Workflow Action: 60 Days After Account: ActivityDate Workflow
답변 3개
Hi JB,
For something like that, you'd probably need an apex scheduler since the system has to check if a record has met the criteria. An alternative would be to have a report showing all Accounts where the last activity was 60+ days ago and have each one of them subscribe to the report individually (since it can't be set by the admin outside logging in as them) and have it send them an email when another record is added. This is where it gets theoretical (since I couldn't think of an effective way to test this). If you made the report show My Accounts, theoretically it should send them an email when the report shows more than 0 results. But anyway, I've always fixed that with an apex scheduler for the reason above. I hope that helps.
