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Rahul Chavan 36 workflow and validation and rollup combine sceanrio
hey guys plz help, suppose two object project and ticket , reqmt is when high priorty ticket is created-(create priority pciklist)-- set its due date (create new field named due date)+2 days(ex.if ticket genrated at 14th days due date will be shown 16th)
--also send reminder email on one day prior to due date(in above example due date is 16th so email will be send on 15th )to owner of ticket object or prfoject object.
plz help detail step wise solution by workflow rule ,validation or formula and roll up
--also send reminder email on one day prior to due date(in above example due date is 16th so email will be send on 15th )to owner of ticket object or prfoject object.
plz help detail step wise solution by workflow rule ,validation or formula and roll up
Hi Rahul,
Your requirement can be achived by Workflow and also by process builder.
Lets go with workflow for now.
But before that, can you please let us know the exact field name and object it belong to.
Steps to create workflow:- https://trailhead.salesforce.com/content/learn/projects/add-business-logic-to-a-travel-approval-app/create-a-workflow-travel
Please mark it as best answer if it works for you.
regards,
Priya Ranjan