I have created a workflow that says '(Asset: Asset name equals X) and (Asset: Asset expiry equals next 7 days)
Do I set an immediate workflow action to fire the email alert or a time dependent one? I was going to do time dependent, '7 days before Asset: Asset expiry', but will that clash with the fact that the rule will trigger on the same day? As my rule fires 7 days before expiry, can I just have an immediate workflow action?
If I do a time dependent one, how do I test that it actually works?
Many thanks.
3 个回答
Hi Sara,
You have to do the time dependent actions.
7 days before asset expiry.
evaluation criteria should be :
created, and any time it’s edited to subsequently meet criteria
you can monitor your timebased workflows by going to
Setup - Monitoring - Time - Based Workflow.
Please note that workflow will only work for records created after the workflow is activated.
for existing records you can do a data refresh using the data loader to trigger the workflow rules
