Apex Code Development You need to sign in to do that
Don't have an account?
scotty Workflow rule - field update
I have a rule created to utilize the priorvalue of a date field that does not trigger the field update as desired. To push the field update check box for a new purchasing customer I have used
ISNULL(PRIORVALUE(OL_Last_Purchase__c))
after 30 days I am using this workflow rule to set the new customer field to blank
PRIORVALUE( OL_Last_Purchase__c )>= TODAY()-30
I also have a rule set on the same field for another field update that is based on resurrecting the customer after 365 days has past
PRIORVALUE( OL_Last_Purchase__c )<= TODAY()-365
after 30 days I am using this workflow rule to set the resurrected customer field to blank
PRIORVALUE( OL_Last_Purchase__c )>= TODAY()-30
This is all to ensure that our sales reps get compensated for new and resurrected customers.
I maybe trying to utilize to many rules to complete my desires. Any help would be greatly appreciated.
Hi,
you can use a time based workflow, in Step2: configure workflow rule
Rule Criteria: OL Last Purchase not equal to null
Evaluation Criteria Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria
add Time-Dependent Workflow Actions:
-add time trigger:
30 Days After OL Last Purchase
add the workflow actions that should be triggered 30 days after
-add time trigger:
365 Days After OL Last Purchase
add the workflow actions
the workflows are only triggered when the records are edited, so maybe you have to do a mass update, and after you can check under Monitor / Time-Based Workflow.
I dont think time based workflow will provide what i need. I need this to be based on the OL last purchase date, which is a live feed from our operating system. That is the only reason i chose to use the priorvalue functionality. Any otehr ideas?