+ Start a Discussion
thollywoodthollywood 

Help With Workflow Rules and Dates

I am looking for a solution: I have a workflow rule setup to send an email when a date field is changed. The problem is it sends the alert when the date is entered as well as when it is changed. Any idea how to suppress the the email alert when the date is initially entered?

 

Thanks for any guidance you may be able to offer.

Best Answer chosen by Admin (Salesforce Developers) 
jkucerajkucera

Could do it 2 tiered - your main workflow rule has both the date criteria and DateEntered__c=true.  Create a checkbox DateEntered__c custom field, and have a separate workflow rule set it to true when DateEntered is populated.

 

Since workflow can't call workflow, your main rule won't fire the first time around.

All Answers

jkucerajkucera

Could do it 2 tiered - your main workflow rule has both the date criteria and DateEntered__c=true.  Create a checkbox DateEntered__c custom field, and have a separate workflow rule set it to true when DateEntered is populated.

 

Since workflow can't call workflow, your main rule won't fire the first time around.

This was selected as the best answer
MiguelGuerreiroMiguelGuerreiro

Or add a line in the workflow rule criteria Date not equal (empty)

 

it will only trigger if some value is already there (should save you one custom field and one workflow rule).

Message Edited by MiguelGuerreiro on 12-11-2009 02:44 PM