when case is closed, after 5 business days an email should be triggered. and during these 5 days the case closed should remain checked? anyone help me to achieve this
Hi, For your Case Closed Checkbox as i mentioned above create one more field update in your workflow actions after case close. You can setup Business hours like below: Goto - Setup- Enter Business Hours in the seach box--> Click on Business Hours --> New and Create Business Hours like Below. I hope it will work.
You should be able to achieve this by using Process Builder. 1) When your case is closed then by using Workflow or Process Builder update your Date/Time Closed field on Case by using Workflow Field Update(We need this field in next step). Also you can Mark your Case Closed CHeckBox to True. 2) Create Process builder to send email after 5 days. 3) To Consider 5 Business days you need to setup Business Hours in Setup.
Please let me know incase any clarification is required.
In Point No.1 above you can create one more field update to update your Closed Chechbox to True. Do you want that checkbox to be updated back to uncheched after 5 days?
Hi, For your Case Closed Checkbox as i mentioned above create one more field update in your workflow actions after case close. You can setup Business hours like below: Goto - Setup- Enter Business Hours in the seach box--> Click on Business Hours --> New and Create Business Hours like Below. I hope it will work.
Just set up you WOrkflow and Process builder. I hope Business hours would be taken care in th backend by salesforce. For testing purpose just put less time in the process builder.
For your Case Closed Checkbox as i mentioned above create one more field update in your workflow actions after case close.
You can setup Business hours like below:
Goto - Setup- Enter Business Hours in the seach box--> Click on Business Hours --> New and Create Business Hours like Below. I hope it will work.
Regards,
Ramakant
All Answers
You should be able to achieve this by using Process Builder.
1) When your case is closed then by using Workflow or Process Builder update your Date/Time Closed field on Case by using Workflow Field Update(We need this field in next step). Also you can Mark your Case Closed CHeckBox to True.
2) Create Process builder to send email after 5 days.
3) To Consider 5 Business days you need to setup Business Hours in Setup.
Please let me know incase any clarification is required.
Regards,
Ramakant
MOD( TODAY() - DATE( 2017, 1, 1 ), 7 ),
1, TODAY() + 2 + 5,
2, TODAY() + 2 + 5,
3, TODAY() + 2 + 5,
4, TODAY() + 2 + 5,
5, TODAY() + 2 + 5,
6, TODAY() + 1 + 5,
TODAY() + 5
)
Is this Correct for calculating 5 business days?? i have created a formula field, and i used in time dependent workflow.
Regards,
Ramakant
For your Case Closed Checkbox as i mentioned above create one more field update in your workflow actions after case close.
You can setup Business hours like below:
Goto - Setup- Enter Business Hours in the seach box--> Click on Business Hours --> New and Create Business Hours like Below. I hope it will work.
Regards,
Ramakant
Regards,
Ramakant