Workflow Rule - 60 day notification

[JJenkins]

I'm trying to create a workflow rule based on a date field for when a certificate expires.

I need it to assign a task to the owner when the date is 60 days or less out from the expiration date.

How do I do this?

Thanks,

Jonathan 

[Stevemo]

You can create a Time Dependant Workflow Rule.  Here's one that I built to remind an Opportunity Owner 15 days before and Alert them 1 Day after an Open Opportunity reaches it's Close Date.

Rule Name:  Opportunity Update Reminder

Object:  Opportunity

Active: [x]

Evaluation Criteria:

When a record is created, or when a record is edited and did not previously meet the rule criteria

Description:

Remind the opportunity owner and senior management when the close date is approaching.  Also, create a 

follow-up task for the opportunity owner if the deal is still open when the close date passes.

Rule Criteria:

Opportunity: Closed  [equals]  False

Time-Dependent Workflow Actions

15 Days Before Opportunity: Close Date

Type Description

Email Alert Opportunity Close Date Reminder

1 Day After Opportunity: Close Date

Type Description

Email Alert Lapsed Opportunity Alert

[JJenkins]

Will this capture the dates that are only 60 days out?

I'm worried because the information already exists in the system and if the expiration is in say 45 days will this rule still trigger?

Thanks, 

[Stevemo]

What is your formula to trigger your WFR? 

You might have to do a Mass Edit just to make sure that the WFR triggers for existing records.  I created a checkbox field called "Update" and use the Apex Data Loader to check or uncheck the field whenever I want to retroactively fire a WFR for existing records instead of waiting for the users to edit them. 

[JJenkins]

right now it's set to 

Contract: Insurance Expirationnot equal tonull

then i set the time trigger etc.

I tried to test it but I'm not getting a task assigned to me.  But it's not letting me edit or del the WFR so I'm assuming there is something pending based on what the salesforce help section is saying.  But when i go to check the Time Based Workflow queue nothing is in there. 

[Stevemo]

My recollection is that brand new WFR's take a while before they kick in, give it a while.  

Also, just to be safe double-check that the WFR has been activated.

[JJenkins]

Well I'm not getting anything.  The rule is on the contracts object.  Does the contract have to be active for the WFR to work on them?

[Stevemo]

Can you post the code from your WFR and screen shots?