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Tolga Sunar
Time-Based workflow to create a Case after a field hasn't changed for X days
Hello,
In Contact object, I have a numeric "A" field that changes when a child record is inserted by integration. If that numeric field hasn't changed in the last 45 days, create a Case. It sound simple, but it's the opposite when you think implementing it. I have scanned almost the whole online documentation and boards, but couldn't find any solution.
One solution is I've found online is that: Create a date type "B" field on Contact object. First workflow sets this date value to TODAY() when numeric "A" field updates. The second workflow operates under "created and when edited to meet the criteria", and has a criteria B field = TODAY(). It also has a time-based action to create a Case after 45 days from now. However, this method will fail as in the following days the criteria will return false and it will be removed from queue after any arbitrary edit action. Note that first workflow is a workflow rule, and the second is a process builder workflow.
I would like to hear the solutions from people who had the exact requirement.
Thanks in advance.
In Contact object, I have a numeric "A" field that changes when a child record is inserted by integration. If that numeric field hasn't changed in the last 45 days, create a Case. It sound simple, but it's the opposite when you think implementing it. I have scanned almost the whole online documentation and boards, but couldn't find any solution.
One solution is I've found online is that: Create a date type "B" field on Contact object. First workflow sets this date value to TODAY() when numeric "A" field updates. The second workflow operates under "created and when edited to meet the criteria", and has a criteria B field = TODAY(). It also has a time-based action to create a Case after 45 days from now. However, this method will fail as in the following days the criteria will return false and it will be removed from queue after any arbitrary edit action. Note that first workflow is a workflow rule, and the second is a process builder workflow.
I would like to hear the solutions from people who had the exact requirement.
Thanks in advance.
It doesn't allow to create a case though..
I have solved my problem by using a workflow rule, and a process that calls a flow. It works like a charm now. This issue has led to a rather complex solution as there is no criteria other than the alteration of A field.
Thanks for your interes on this topic.