Time based workflow over long Period

Hello,
I'm looking for experiences on Time based workflow over long Period.(Over 1 or 2 years).
Does any limitation exist ?
Thanks for your help.

I dont think there will be anyone who can really verify this information over two years im not sure that they have been in use this long

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I am using my Ipad on a remote craftshow site and am having problems with battery lasting 8 hrs. Can I use a 12v rv battery to recharge it or at least maintain the charge over longer periods of time? I have a dc adapter. thanks

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 Cheers, Tom

Time Based workflow not working

Hi,
I am facing issue in time based workflow. I designed a worflow with two actions. Wait action is the first action and second action is send email. For send email the from address is current user and TO is owner of the record. One thing I noticed is that its working fine when "I" triggered the workflow and assign owner as "me". Its not trigerring the mail when owner is somebody else. I can see the instance with the following error message in the workflow monitor. "The buscomp Service Request is no longer valid for workflow name ********. The workflow instance ******* has terminated."
Edited by: user11100286 on Oct 1, 2010 4:33 PM

Hi,
I am facing issue in time based workflow. I designed a worflow with two actions. Wait action is the first action and second action is send email. For send email the from address is current user and TO is owner of the record. One thing I noticed is that its working fine when "I" triggered the workflow and assign owner as "me". Its not trigerring the mail when owner is somebody else. I can see the instance with the following error message in the workflow monitor. "The buscomp Service Request is no longer valid for workflow name ********. The workflow instance ******* has terminated."
Edited by: user11100286 on Oct 1, 2010 4:33 PM

Time Based Workflow - how to make it work?

Hello,
Has anyone successfully built a Time Based Workflow? Could you share your examples?
For me it does not work properly.
I have tried to set up 2 workflows: on Opportunity Close Date and Account Contract Expiration Date.
- Account Contract Expiration Date: I want an Account Owner to get an email notification exactly 6 months before the contract with his client expires. However - the email is triggered each time the record is modified - so I have seen in the workflow monitor that users on the date of contract expiration - 180 days will receive as many emails as many times they modified the record! Is there a way to avoid this situation?
- Opportunity Close Date - I want to send an email to Opportunity Owner's Manager - 10 days after the opportunity was closed. However - there will be the same issue as above + the wait action is not working with a PRE function.
Please let me know what you think and if you have already built a Time Based Workflow that works correctly.
Edited by: MagdaR on May 18, 2010 1:57 AM

Let's start with the workflow for Opty Close Date.
There are a lot of ways to do this, so you'll need to evaluate which way is best for your case, but the basics are to check to ensure that the opty is closed for the first time, then set the flag. In order to accomodate for the opty being closed when it is created, you will have to consider a post default for the flag in addition to the workflow.
In this case, you could create a workflow on Opty using the before modified record saved trigger event. In the Rule Condition, have the workflow check for a closed opty and if the status changed to closed during this modification. There are a number of options to validate this, including sales stage = Closed/Won or Lost, Closed Date is populated for the first time, Status is closed. In any case, just validate that the opty was closed for the first time using the PRE Function (i.e., PRE(Closed Date) is null and PRE(Closed Date)<>Closed Date). When your condition is met, set a flag that will trigger the event. You could also add a date that the wf conditions were met the first time, to ensure that you track when the rule was originally triggered.
The next step is to have a workflow that unsets the flag if the conditions are not met. Set the order on this one to follow the rule above.
The last rule is the wait/email rule and it uses the when modified record saved event. This rule triggers on the flag being checked, then waits to send the email.
Test this and validate that it will work for your purposes. Based on this workflow, you should be able to create the other one, and I can help if you have any issues.
Good Luck,
Thom

Time based workflow

There is a field "Delivery date" in oppty & we want to send a reminder mail 10 days before delivery date once that oppty is closed/won.
So, how can i write that expression?

Thanks but i know that i'll have to write time based workflow,however there is provision of wait for +10 days after some event happens & not -10 days.
Ketki

Time Based Workflow - update existing activities?

Hi, I've added a checkbox field to my activities template, and wondered if it is possible to update this field on existing >124K activity records using a time based workflow. <br><br> Has anyone come across this requirement, or have any thoughts on how to solve the issue? <br><br> Thanking you in advance for assistance.
Edited by: Sherry10602332 on Oct 11, 2010 12:07 PM

Hello SKJ
Your requirement is to send an email notification to an owner if the Opportunity remains with sales Stage = "Inquiry" for more than 90 days.
New Record Saved.
This means even the opportunity can be modified but the sales stage should not change. For e.g. when i create a new record, I can have the sales stage as "Inquiry" and save. At a later date I can modify the description of the opportunity (this would change the modified date), but the sales stage remains at Inquiry. Thus the notification should go 90 days after the sales stage has been set and not since last modified date. Keeping this in mind the condition the rule condition "Rule Condition : Sales stage = "Inquiry" and modified date = Created date" needs to be modified as Sales stage = "Inquiry".
Coming to Modified Condition:
Trigger Event - When Modified Record Saved
Rule Condition : (PRE('<SalesStage>')<>[<SalesStage>] AND [<SalesStage>]="Inquiry") OR ([<SalesStage>]="Inquiry")
Wait 90 Days
Revaluate Conditon = 'Y'
Action Send Email Notification
Explanation
When you set the sales Stage as "Inquiry", the condition (PRE('<SalesStage>')<>[<SalesStage>] AND [<SalesStage>]="Inquiry") would be satissfied and then the workflow would trigger. After 90 days if the sales stage is still in "Inquiry", the second part of the condition "[<SalesStage>]="Inquiry" would be satisfied and the email notification would be sent. If the sales stage has been changed to other sales stage, then the condition would fail and the notification would not be sent.
Regards,
Paul Swarnapandian

Time Based Workflow in R16

Can someone confirm that Time Based Workflows will be in R16? I have heard talk of this but not able to find confirmed documentation that it will be included.
Thanks

Time based workflows aren't in R16, we'll check again when R17 come out.
cheers
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Time-Based Workflow Using Together Workflow Editor

hello experts,
Is there any script or functionality in Together Workflow Editor to create Time-Based workflow.In case the approval status is pending fo a particular duration of time it should go for approval to another user(approver).
Thanks and Regard,
Piyush S

I don't think there is a standard functionality for that. Isn't it maybe possible to work with a Timer object?

Time based workflow:wait action not working

I need to build a workflow for sending mail to manager if for an opportunity sales stage "requirement" remains for more than 30 days,I have given the workflow condition as:
([<SalesStage>] = "01 - Requirements")
& then 2 actions 1st "Wait" & then "Send mail" somehow its not working.Please guide where i am getting wrong..

Let me understand your business case: You need to send ONE email to the manager of the opportunity owner, if the Sales Stage = '01 - Requirements' for more that 30 days.
You need two workflows and a unused/custom field (a boolean field is preferred). Both workflows are similar. The first workflow is based on the event - When new record saved. This workflow will be invoked as soon as a new opportunity is created. The second workflow is invoked whenever the opportunity is modified using the event - When modified record saved. Any user who has edit rights to the opportunity could modify the opportunity but not change the sales stage. This results in an unpleasant situation where the manager could be flooded with emails. That's where we use the boolean field to protect against multiple updates and ensure a single email is sent after 30 days if the sales stage is still '01 - Requirements'
Workflow 1
Record Type: Opportunity
Event: When new record saved
Condition:[<SalesStageId>] = "12ASA-XCD34" AND ([<IndexedBoolean0>] IS NULL OR [<IndexedBoolean0>] = "N")
Note:
1. IndexedBoolean0 is the field named Indexed Checkbox in the list of fields
2. I have used the sales stage id. You have to find out the sales stage id for '01 - Requirements' and use it here.
Workflow 1 - Actions (remember to activate all actions and workflows)
1. Action = Wait
Period= 30 days
Reevaluate Rule Conditions After Wait = Y
2. Action = Field Update After Wait
Field Name = Indexed Checkbox
Value = "Y"
Overwrite Existing Values = Y
3. Action = Email
From > Specific Email Address> "[email protected]"
To > Relative User On Record > Opportunity Owner's Manager
Repeat this workflow configuration for Workflow 2, where the only difference is the event which should be When modified record saved
Exposing the Indexed Checkbox on the opportunity detail page layout for all users is optional (not recommended). It might be a good idea to expose this checkbox on the opportunity detail page for the administrator role only... so that he/she can take corrective action if an email is not sent after 30 days.

Send Email Notification - Time Based Workflow

Hi,
I have a requirement similar to the ones posted on this thread Re: Send notification on pre-defined date
but have couple of questions on the logic. Can anyone please suggest a solution for this requirement
The requirement is to send an email notification to an owner if the Opportunity remains with sales Stage = "Inquiry" for more than 90 days.
Here's what I tried
Work Flow Name - Opp Closure - New
Trigger Event - When New Record Saved
Rule Condition : Sales stage = "Inquiry" and modified date = Created date
Action
Wait -
Period - 90 days
Send Email
Wait 7 days
Updates Slaes Stage from " Inquiry" to "Closed/Lost"
The above workflow will take care of New opportunties that are created and never modified
I am having issues figuring out the logic for modified record
Work flow Name - Opp Closure - Mod1
Trigger Event - When Modified Record Saved
Rule condition : sales Stage = "Inquiry" and <IndexedBoolean> IS NULL or <IndexedBoolean> = "N"
Action
Wait - 90 days
Workflow Name - Opp Closure - Mod2
Trigger Event - When Modified Record Saved
Rule Condition : Sales stage = "Inquiry" and <IndexedBoolean> IS NULL or <IndexedBoolean> = "N" and (today()-<LastUpdate>) > 89
Action
Wait - 0 days
Send Email
Wait 7 days
Updates Slaes Stage from " Inquiry" to "Closed/Lost"
Update IndexedBoolean = 'Y'
But here I am confused about a scenario where after waiting for 90 days when it exceutes Opp Closure - Mod2 and if its been 20 days since the record was last modified, the condition fails and actions do not get executed which is fine but what if the record is never modified after that period and remains in Inquiry status , how will I capture that scenario and execute the workflow actions. Please advise
Regards,
SKJ

Hello SKJ
Your requirement is to send an email notification to an owner if the Opportunity remains with sales Stage = "Inquiry" for more than 90 days.
New Record Saved.
This means even the opportunity can be modified but the sales stage should not change. For e.g. when i create a new record, I can have the sales stage as "Inquiry" and save. At a later date I can modify the description of the opportunity (this would change the modified date), but the sales stage remains at Inquiry. Thus the notification should go 90 days after the sales stage has been set and not since last modified date. Keeping this in mind the condition the rule condition "Rule Condition : Sales stage = "Inquiry" and modified date = Created date" needs to be modified as Sales stage = "Inquiry".
Coming to Modified Condition:
Trigger Event - When Modified Record Saved
Rule Condition : (PRE('<SalesStage>')<>[<SalesStage>] AND [<SalesStage>]="Inquiry") OR ([<SalesStage>]="Inquiry")
Wait 90 Days
Revaluate Conditon = 'Y'
Action Send Email Notification
Explanation
When you set the sales Stage as "Inquiry", the condition (PRE('<SalesStage>')<>[<SalesStage>] AND [<SalesStage>]="Inquiry") would be satissfied and then the workflow would trigger. After 90 days if the sales stage is still in "Inquiry", the second part of the condition "[<SalesStage>]="Inquiry" would be satisfied and the email notification would be sent. If the sales stage has been changed to other sales stage, then the condition would fail and the notification would not be sent.
Regards,
Paul Swarnapandian

Problem in Time based workflow

I have written a workflow for mail triggering if a Sustomer complaint remain open for more than a week
Workflow Condition:
Workflow Rule Condition LookupValue("SR_STATUS", "Open" )
Record Type Complaint
Active Trigger Event When new record saved
But mail is triggering even when Complaint status is "In progress","Open-Escalated"
Please suggest the modification needs to be done in Workflow

Hi there,
Please check the workflow condition syntax or if you can share the same here, that would help to understand the issue better.
Rgds,
Mayank

How to exclude weekends in Time-based workflows?

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This does seem strange......

What is the minimum delay on Time based workflows?

Hi,
I would like to know if there is a way to define a Wait action between 0 and 1 minute. My need is to define a wait of 10secondes. Is it possible using function or other ways?
Thanks a lot
Regards

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Display Data on waveform chart or XY graph over a long period of time

Display Data on waveform chart or XY graph over a long period of time
Can anyone help?
I am acquiring data from an Ni DAQ card with the following parameters - sample rate = 12800, number of samples = 4096. I want to extract order information so as to track changes in the amplitudes of certain frequency harmonics. So I use the sound and vibration toolkit to extract this information as shown in the attached Vi. I will like to plot the resulting amplitudes against real-time starting at the time the Vi was run. I really want the display to show these changes over long periods (eg. days, months and even years).
Problem.
I have tried to plot the Y component of the resulting magnitude for a given order on a waveform chart. My choice of the waveform chart is because I also want to display alarm limits (using the mask and limit vi) (I can't have these lines displayed on an XY graph plot). I tried adjusting the scale offset using the property node and setting the offset to current time. However, the display on the X-axis can only show a span of 2 minutes as will be seen when you run the attached vi. I want the time display on the x-axis to be over a period of days, months and even years. Is there a way to set the maximum scale on the x-axis to be say a year or so in future.
I really want the display to be like the one in in the second attachment.
Attached is a sample VI created using an Ni USB 9234 DAQ card. Any card will do but I am only getting the signal from one channel for this example
I will appreciate any help that can be given to me.
Thanks
Attachments:
Real-Time Graph Display.vi ‏170 KB
Sampe screen1.doc ‏37 KB

Long term testing can be tricky- and we'l get into that later. Lets start with the basics that you have wrong.
The vi as you have constructed it has only one memory element, the chart history length (default is 1024.)
You can change the number of points the Chart will remember by Right-clicking the chart an select Chart History Length from the menu.
But for a long term test - and one where you want to REMEMBER the first value you need a memeory element that is independant of the application. Your PC WILL loose power or need to be rebooted eventually. Heck it might even need to be replaced! you really need to store your data in a file. Preferablly in a file that is backed-up on a regular basis so you don't lose every point of data if the PC dies. It realy hurts when you have to restart a 2yr test because you've lost the 18months of data you collected.
For an application like this I would seperate my "collection" and "Evaluation" operations.
Have one vi that takes the reading and writes it to a file at a configurable rate You may want 1reading per minute for seveal days then 1 per hour for a few weeks- then maybe only once or twice a week for the next couple of years since you are looking for LONG TERM stability. having too much data to evaluate can take a lot of digging to find the few things that interest you (but always take more that you think you need)
Have another utility that COPIES the files, reads them and displays the data you are interested in that day. The data you want to look at won't change over time HOWEVER, you WILL want to analize it in different ways depending on what the data trends look like. Having seperate routines for collection and display allows you to update the display style and analisys without even stopping the collection vi (much less editing the vi)
Jeff

Time based workflow over long Period

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