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jjfdevjjfdev 

Triggering a workflow after 7 days

I am working on triggering a workflow to create a task after a lead has been around for 7 days. So far I have

 

 

OR(ispickval(Status,"Open"),ispickval(Status,"Contact Made"),ispickval(Status,"Contact Attempted")) && today() - datevalue(CreatedDate) = 7
 
 
 
But the workflow isnt triggering, is there anyway to make this happen without doing a time-dependent workflow? 
 
I have figured out I cannot trigger a workflow off of a forumula field. 
 
How can i get this accomplished?
 
Is it possible to do a formula using ischanged on a formula field and then check that same field if it equals 7 to trigger the workflow? 
Message Edited by jjfdev on  03-01-2010 02:59 PM
Message Edited by jjfdev on  03-01-2010 03:19 PM
Message Edited by jjfdev on  03-01-2010 03:34 PM


WYamWYam
Hey JJ,
 
You can create a workflow that basically says what your first statement says:
 
 
OR(ispickval(Status,"Open"),ispickval(Status,"Contact Made"),ispickval(Status,"Contact Attempted"))
 
Once you have that saved, add a Time-Dependant Workflow that is set to trigger 7 days after create date.
 
On the next screen, create a new task that will create a task to fit your business logic. Don't forget to activate the workflow.
 
Let me know how that turns out for you. I hope it helps! 
 
 
 


jjfdevjjfdev
Do you think there is a way to do this with out a time-dependent workflow?


jkucerajkucera
Not without a lot of code.  You could use the Apex Scheduler to run a batch job on a regular basis which would trigger an update on all leads, which then triggers workflow criteria evaluation, but time based workflow is a lot easier.