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Topics#FormulasJohannes Bergmann 的问题
Johannes Bergmann 提问于 #Formulas
2017年5月23日 08:58

Using a formula in a workflow that is calculated by dates

Hello colleagues,

I would like to use a workflow with immediate action when the following criteria is reached:

AND(NOT(IsClosed), Days_to_Close_Date__c = 7)

Days_to_Close_Date__c is a formula field with number that calculated from CloseDate - TODAY().

As long as I am in the past, meaning the system informs the user that the close date was reached or is reached today and the opp is still open, it fires, like using the formula AND(NOT(IsClosed), Days_to_Close_Date__c < 0), but as soon as I want to use a positive value as given in my sample, nothing happens.

What could I do to make it work?
4 个回答
  1. Maharajan Chinnadurai (Infosys Limited)
    2017年5月23日 11:41
    Do you add  Time-Dependent Action to Your Workflow Rule based on above comments? Before add time trigger we have to deactivate the WF rule.

    Then if it you want to check the email action please use the close date as 31/05/2017.

    If you give 30/05/17 it won't show in Schedule action because we already crossed before 7 days from 30/05/17 which is 5/23/2017 12:00 AM so you have to use 31/05/2017 which will give the schedule date as 5/24/2017 12:00 AM in your tool.

    You can also simply monitoring the Email action in our Salesforce by below steps:

    Setup->Time-Based Workflow->criteria(workflow name equals yourworkflowname)->search.

    Let me know if it works or not!!!

    If it works mark this as a best answer!!!

    Thanks,

    ​Raj
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