I have a formula number field ( X91_Day_Deadline_Number__c ) in a custom object .
Is there a way when formula number field X91_Day_Deadline_Number__c => 95 , the checkbox field test_checkbox__c will equal TRUE, without a user editing an existing record on the custom object using Process Builder or Workflow?
4 answers
Glad to know!
For this requirement , you have two options here:
1. Create a time based workflow/process to fire an Email alert 95 days after the date being referenced in the X91_Day_Deadline_Number__c formula. That way you wouldn't have to depend on the formula field.
2. If the above won't work for you, you will have to resort to Apex where you will need to create a scheduled job that checks the X91_Day_Deadline_Number__c field everyday and then fires an email alert when the value >= 95.