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NVaef Triggering/Updating a field after a rollover date.
Hey!
So I have a conga workflow trigger on my project page. Once manually triggered by a checkbox field, a file is run with merge fields and then emailed out.
I was wondering if there was a way to automate this so that once the project date rolls over, the checkbox trigger would be fired. A relatively simple Idea, however I'm not certain how this can be accomplished because no workflow is being triggered by an edit on any record.
any feedback is greatly appreciated. Thank you!
may actually help you
I looked at the article, and unfortunately it doesn't seem to be quite what I need. I may be able to apply some of the logic behind it. I'm not actually using an Apex trigger though so the process and execution is a bit different. I'm actually using a field that once activated sets off a workflow that runs through an app.
The app itself is irrelevant in this case simply because all I'm trying to do is activate a custom field in salesforce once a date is reached on a record.