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Justin Green
Workflow rule not evaluating many records
Sorry to repeat a question, but I'm still not understanding workflow triggers.
We have a set of workflow rules that update fields based on a date field. For example, Account Status on the account object is updated based on the latest contract end date. So if the contract end date is tomorrow, the account status is "Active" if the latest contract end date was yesterday, the account status is updated to "Inactive".
The workflow isn't working. It will not update the Account Status field unless someone makes and saves a change to an Account object. This means that we have lots of Accounts where the contract has expired, but the Status still shows "Active". If I go into a field, make a change, and save the change, THEN the workflow fires. This isn't a good solution. We want the field to update whether or not someone saves a change to the account.
Is this a job for Apex, or does an Apex trigger ALSO require an account to be created or updated to fire?
We have a set of workflow rules that update fields based on a date field. For example, Account Status on the account object is updated based on the latest contract end date. So if the contract end date is tomorrow, the account status is "Active" if the latest contract end date was yesterday, the account status is updated to "Inactive".
The workflow isn't working. It will not update the Account Status field unless someone makes and saves a change to an Account object. This means that we have lots of Accounts where the contract has expired, but the Status still shows "Active". If I go into a field, make a change, and save the change, THEN the workflow fires. This isn't a good solution. We want the field to update whether or not someone saves a change to the account.
Is this a job for Apex, or does an Apex trigger ALSO require an account to be created or updated to fire?
The other option would be to see if you can do this with formula fields. Just throwing that one out there as something to think about.
Thanks so much!