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vishwa attikerivishwa attikeri 

How to update case when event start date is equal to today

Hi,

 

i want to update some case fields when Event 'start date' equals to today() 

 

how can i achieve this, please any one can help on this 

Best Answer chosen by Admin (Salesforce Developers) 
kamlesh_chauhankamlesh_chauhan

Vishwa,

 

You can do it through time based workflow rule and event trigger combination.

 

(1) Create a workflow on event with some criteria which should be fulfilled to initiate the workflow rule. Example. StartDate != NULL

 

(2) Create a time based action with field updates in which you can update some checkbox field with true. You can create a new checkbox field in event object. Example: UpdateCaseFields.

Time based action criteria should be "0 days after StartDate"

 

Above workflow will execute exactly when the startdate occur and the checkbox field "UpdateCaseFields" will be update to true.

 

The next step is to write trigger on event object which will check if "UpdateCaseFields" is updated with True then retrieve all the case record linked with the event and update appropriate fields of case object.

 

Let me know if you have any further questions.

 

Regards,

Kamlesh Chauhan, (Founder & CTO)

LogicRain Technologies, (Salesforce and Force.com Development Division)

Cellular: +91-(997) 476-6800 Office: (732) 676-6400 Skype:kamlesh.logicrain

kamlesh@logicrain.com || http://www.logicrain.com || LinkedIn

 

Answers/Suggestions are my own.
If a reply to a post answers your question or resolves your problem, please mark it as the solution to the post so that others may benefit.

 

 

 

 

All Answers

kamlesh_chauhankamlesh_chauhan

Vishwa,

 

You can do it through time based workflow rule and event trigger combination.

 

(1) Create a workflow on event with some criteria which should be fulfilled to initiate the workflow rule. Example. StartDate != NULL

 

(2) Create a time based action with field updates in which you can update some checkbox field with true. You can create a new checkbox field in event object. Example: UpdateCaseFields.

Time based action criteria should be "0 days after StartDate"

 

Above workflow will execute exactly when the startdate occur and the checkbox field "UpdateCaseFields" will be update to true.

 

The next step is to write trigger on event object which will check if "UpdateCaseFields" is updated with True then retrieve all the case record linked with the event and update appropriate fields of case object.

 

Let me know if you have any further questions.

 

Regards,

Kamlesh Chauhan, (Founder & CTO)

LogicRain Technologies, (Salesforce and Force.com Development Division)

Cellular: +91-(997) 476-6800 Office: (732) 676-6400 Skype:kamlesh.logicrain

kamlesh@logicrain.com || http://www.logicrain.com || LinkedIn

 

Answers/Suggestions are my own.
If a reply to a post answers your question or resolves your problem, please mark it as the solution to the post so that others may benefit.

 

 

 

 

This was selected as the best answer
vishwa attikerivishwa attikeri

Hi Kamlesh,

 

its realy helps me, nice logic, thanks a lot