[SalesForce] Change Time Dependent Workflow Action Date

Our system is setup to fire emails 60 days before a policy record expires. I simply want to change 60 days to 40 days however I cannot see where the value is defined.

In Workflows & Approvals > Workflow Rules > [entry] > Workflow Actions > Edit > [task] > Edit I have the follow:

example

"Due date" is "rule trigger date" +1 days however I cannot find where the "rule trigger date" is defined. It should be policy end date -60 days or such.

Any ideas / suggestions appreciated!

Best Answer

The 'rule trigger date' is defined in the Workflow Rule criteria. You can view those a little further down the screen in the section 'Rules using this field update'.

Then in the 'Rule Criteria' field you will see some criteria. The moment those are met is the 'Rule Trigger Date'.

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