I have a field called End_Date. I want a workflow to run when the current date is 6 months before the End_Date, and update the record and take some actions. What’s the best way to accomplish this?
Search the forum for Scheduled workflows.
I’ve seen a couple/few posts in this vein recently, and the prevailing wisdom (if you will) seems to be that having a separate field to track the date on which you want the workflow to run is a good way to go.
So, whenever you set the End_Date of the record, you would also set another field on the record to be the End_Date minus six months. Then, like @solinz said, you run a scheduled workflow every day to pick up the records whose End_Date_Minus_Six_Months field is the current day, and you run the workflow on those records.
Hope this helps.
Best…
Mike
2 Likes
I see two ‘problems’ unless I am missing something:
- how to trigger the scheduled event without an event (just run by default every daily), by default an event has to ‘start’ the workflow
- you need to pay for an upgraded subscription (+$100) to run daily
I am looking for a WF that runs like a batch behind the scenes and regardless what the user events are. just a boring batch job daily and updating the db everyday. how can I do that?
Integromat 