About Time-Based Workflow Rules
You can configure workflow rules so that actions are performed when a time limit has expired. For example, you can configure a rule so that an action on the rule is performed when the due date of a record has passed, or if a record has not been worked on for some time.
To configure a time-based workflow rule, you add one or more Wait actions to the rule. In each case where you want a time-based action to be performed, you create a Wait action that specifies the period of time for the delay, or the end-date and time of the delay. You can specify periods of time or dates directly, or you can create an expression to calculate the period or date. You then order the actions on the rule so that the Wait action comes immediately before the action that you want to delay. If more than one rule is required to fulfill a business process, you order the rules appropriately to achieve your objective.
About Reevaluating Workflow Conditions After Wait Actions
Using Wait actions, you can specify if the workflow rule condition is to be reevaluated when the waiting period ends. If the Reevaluate Rule Conditions After Wait check box on the Wait action is selected, then when the wait period ends the record is reread and reevaluated against the condition on the workflow rule.
If the rule condition is not met (because the record has been changed during the wait period), the remaining actions on the rule are not performed. By default, the Reevaluate Rule Conditions After Wait check box is selected on Wait actions.
If you deselect the Reevaluate Rule Conditions After Wait check box on a Wait action, then when the wait period ends the record is reread and the next action on the rule is performed without checking that the record still meets the rule condition. If you have more than one Wait action on a rule, the Reevaluate Rule Conditions After Wait check box must be selected on each Wait action where you want the rule condition to be reevaluated when the wait period ends.
Example of Using Time-Based Workflow Rules
The following is an example of how time-based workflow rules might be used. You might use time-based workflow rules differently, depending on your business model.
Three priority options are used for service requests: Standard, Urgent, and Critical. The priority of a service request is set to Standard by default when the service request is created. A business process for service escalation requires the following actions:
To meet this requirement, the company administrator sets up a workflow rule for the service request record type, which is configured as follows:
See the following topics for related workflow information:
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