Workflow Trigger based upon custom object field data (such as a date field in the custom object to trigger a workflow)
upcoming
J
Jeff Meziere
Use case: a custom object field is a "date", say "purchase date". if this was a contact field, then we already have the ability to trigger a workflow; however, if that date is in a custom object, there is no way to trigger a workflow. I can think of all sorts of use cases for these, "spouse birthday" "purchase date" "next maintenance due" "anniversary", etc.
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A
Aayush Singhal
marked this post as
upcoming
L
Lourens Swart
Aayush Singhal I see this and many other custom object ideas are being marked as in progress or upcoming. This is exciting.
J
Julius Wiedemann
Very important
I
Iver Aune
Yes! Important!
A
Aayush Singhal
Merged in a post:
Custom Object - Custom field date trigger
J
Julian Mills
In custom objects we can have date fields. But we cannot trigger automation from these fields. (which we can in contact record custom date fields).