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niven sfniven sf 

Hi! How to write time dependent work flow rule for sending emails before 15 days based on begin date in custom object

Saroja MuruganSaroja Murugan
Hi,

You can create the Time-Dependent Workflow Actions as follows

Refer the below images

User-added image

You will chance the critiria as per your need

User-added image

For more information please refer the below link.

https://help.salesforce.com/articleView?id=workflow_time_dependent.htm&type=5

Thanks,
Saroja
SweetPotatoTec
Saroja MuruganSaroja Murugan
Hi,

Rule works when a new record is created. 

If you need to apply this rule for your existing records, 

First you will change the criteria to "created, and every time it's edited", then update all your records using dataloader.(Through all the existing records are updated).

Then you will change the criteria to "created", its works fine for other new records.

Let me know if you have any queries.

Thanks,
Saroja

 
Saroja MuruganSaroja Murugan
Hi,

If you want to apply this to your existing record you must edit or update your record.

When a new record is created and its meets the criteria specified,then its schedule the job.


 
Saroja MuruganSaroja Murugan
Can you share your screenshot of workflow rule.

Thanks,
Saroja
Saroja MuruganSaroja Murugan
Hi,

Your are using the 3rd criteria as per that when subsequently meet the criteria values it will works.

I need some clarification, When you want to send an email when a record creates or its subsequently meets the criteria .

 
Saroja MuruganSaroja Murugan

Hi,

 Your Workflow rule is fine.

Please goto Setup-> Timebased workflow

User-added image
Enter your workflow name and search.

If your workflow is schedule, you can see here.

And please share record screenshot. Can you please check your begin date field value. I think the prob is there.

Thanks,
Saroja