function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
GPS FinanceGPS Finance 

Trouble with contract workflow rule

My company needs a way to follow up on contracts that have not been signed and returned from the customer. I would like to set up a workflow rule that would alert a user if a contract is still in draft status 60 days after the contract was sent. Can anyone help me with this? Is there an easy way to do this? Thank you.

goabhigogoabhigo

Yes you can do this with time based workflow.

 

However it would be good to know what do you mean by:

  • How you know when contract has been sent? Is there any status field?
  • Alert user means what? Is it an email?

 
GPS FinanceGPS Finance

We have a field for the contract sent date, and there is a status field that shows either Draft or Activated.

 

I don't know yet if we want to set it up as an email or a task. It will probably be an email.

 

Thanks.
AroraAnupAroraAnup

Time based workflows can do the job in this case. You can set your workflow criteria to STATUS = Draft and Contract Sent Date is NOT BLANK (assuming that Contract Sent date will never be a future date). Then you can add a time trigger that tests the time-based rule 60 days after the rule trigger date.

 

Hope this helps!
sandeep@Salesforcesandeep@Salesforce

Here is formula you can go with.: 

 

You need to write a workflow for this and 

RULE: 

IF(TODAY()-ContractSentDate__c>60)

 

Action : 

Email Alert (here you can configure Email template as per your need for inital phase you can start with simple plain text template)