apply new workflow rule and action on existing records

I’m creating a new workflow rule and action (time dependent email alert). The rule is evaluated when the record is “created, and any time it’s edited to subsequently meet criteria.” Since it’s time dependant workflow rule, you cannot have the rule evaluated when it’s “created, and every time it’s edited.”

I want it to apply the rule to existing records that meet the condition. How do I do that?

Answer

nivyaj, I posted an answer to the same (or very similar) question that another admin found helpful: When does the time-based workflow put records in it’s queue?

The possible solution is:

  1. Create a checkbox field on your target object called “Retroactively Triggers Workflow?”
  2. Edit your workflow with the time-dependent action to “Evaluate the rule when a record is: created, and any time it’s edited to subsequently meet criteria”
  3. Edit your workflow with the time-dependent action to include an OR condition for “Retroactively Triggers Workflow?” equals True
  4. Do a mass data update as others have suggested to set “Retroactively Triggers Workflow?” to true for the records that need to be retroactively processed

After the workflow actions have fired, you can delete the temporary checkbox field.

Attribution
Source : Link , Question Author : PartOfTheOhana , Answer Author : Marty C.

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