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pooja biswas
formula field trigger workflow
I have a Boolean formula field which is turn to true while records created date more than 3 days.
f this formula field turn to true then a workflow will trigger to change a lookup field (User) value, this workflow rule Evaluation Criteria I set as (created, and any time it's edited to subsequently meet criteria)
But when the formula field turn to true but lookup value still remains the same (it doesnt change)
Is this possible in salesforce?
Pooja
f this formula field turn to true then a workflow will trigger to change a lookup field (User) value, this workflow rule Evaluation Criteria I set as (created, and any time it's edited to subsequently meet criteria)
But when the formula field turn to true but lookup value still remains the same (it doesnt change)
Is this possible in salesforce?
Pooja
In Salesforce, when formula fields turn to true(OR changes) then it will not update the record in other words no DML is being performed on the record. That is why Lookup field remains same.
All Answers
In Salesforce, when formula fields turn to true(OR changes) then it will not update the record in other words no DML is being performed on the record. That is why Lookup field remains same.
so this means formula fields cannot be used ad field updates in an workflow. am I right?
Pooja
Yes, you are right. For this, you can use apex batch as I mentioned earlier.
Thanks,
Amit.
1st Have a time based workflow update a field in 3 days (either an existing or a new field like 'over 3 days'. 2nd If you then need something else to happen on the > 3 days you can create a workflow that runs when the first field is updated which will be after 3 days rule has run. Hope this also helps.
Phil.