+ Start a Discussion
Steve Harris 9Steve Harris 9 

Trying to create a WFR formula for opportunity with Price Book "Sale" to trigger an action 5 days prior to date in "Ship Date" field

Ajay mishraAjay mishra
Hi Steve,

As per my understanding, you can't use the Merge field in Time-Dependent Workflow Actions.
 
To make it possible you can use. You can use Batch class which will trigger when the record meets the criteria.
 
Thanks
Ajay Mishra
Email: mishraajay.m1@gmail.com

Amit Singh 1Amit Singh 1
Hi Steve,

You need to built a batch which you can schedule once in a day or you can schedule the batch as per your requirement.

Thanks!