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Sittam Klemk
workflow question on already created opps
Hey guys,
have some problems setting up a new workflow. I'm trying to set up a workflow which creates a new task, when a specific date + 28 days is reached. So far so easy but the problem is the opportunitys are already created. My question is if for example the date + 28 days is reached tomorrow, will the workflow trigger on an already created opp without me updating the opp manually?
Best regards
have some problems setting up a new workflow. I'm trying to set up a workflow which creates a new task, when a specific date + 28 days is reached. So far so easy but the problem is the opportunitys are already created. My question is if for example the date + 28 days is reached tomorrow, will the workflow trigger on an already created opp without me updating the opp manually?
Best regards
ok thanks for the answer!
but will it work on opps created after the workflow, which would be triggered tomorrow without me updating the opp manually? otherwise i can scrap that workflow
Please take a look here (https://help.salesforce.com/articleView?err=1&id=workflow_time_action_considerations.htm&type=5" target="_blank). Hope it'll helps.
Regards,
Kapil
my formula is TODAY() > specific date + 28
so does your link mean that today() wont work?
Today will work. But the records will have task or not it depends on evalution criteria. Please see here some examples under the heading "Follow Up Before a Contract Expires" on this page(https://help.salesforce.com/articleView?id=workflow_examples.htm&type=5).
Regards,
Kapil