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Hi!!  It is great to be here! I am currently struggling alredy few days with a case in our company. We have contracts in our Salesforce and a field specifing the expiration of this contract. We would like to have a workflow that would automatically change the status of the contract to inactive one day after expiration date of the contract. Sounds easy, but somehow...   Really appreciate any help!!  Best regards,

Katarina

Time-based workflow triggered when date is in the past

 

Screenshot 2021-10-06 111723.jpg

6 respostas
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    6 de out. de 2021, 09:21

    Ok, so if you want to use workflows, make sure you don't go with date<TODAY() in your criteria, only ISBLANK(Date). This is because, as soon as the critria is no longer true, the action is removed from the queue. Sine you want the action to happen 1 day after the date, at that time, the actual date (date field + 1 day) will be TODAY

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