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Anushka KhandekarAnushka Khandekar 

workflow rule date

I’m working on booking scheduler app using lighting on this. In last page when I was booked the appointment there is Escalate button which is call the aura method passing event ID This is the process -update "Escalation Date/Time" with current date/time Now I'm trying to build a workflow rule to send an email alert if clicking the Escalation

I'm trying to build a workflow rule to send an email alert if clicking the Escalation(Event). I haven't found an easy way to do this using workflow rules and may need a formula. Anyone know of a simple way to do this (with our without a formula?)send email to supervisor(Agent Object)
Kakasaheb EKKakasaheb EK
Hi,

Please follow below stesp - 
1. Create new checkbox field say isEscalate 
2. While updating Escalation Date/Time field update isEscalate field aswell.
3. Write Workflow rule and put condition as isEscalate =TRUE
4.Then add email alert in Workflow Rule action.

Hope it will help you.

Let me know your views on this.

Regards,
Kakasaheb