Applying a time-based action to all objects that meet rule criteria

Rules are triggered when an object is created or modified. You can apply an individual time-based action to objects that have not been updated recently.

For example, you can create a new rule to send a notification to a contact's coverage team one week before a contact's anniversary. If the contact has not been recently created or modified, then the rule will not trigger. You can start a process that applies the rule to all contacts that meet the rule criteria.

To apply a time-based action to all objects that meet the rule criteria:
  1. Navigate to the Customize workspace.
  2. In the Rules tab, select the rule that contains the action that you want to apply.
  3. In the Actions tab, click the Action button for the action that you want to apply, select Apply On Existing Objects > Apply to objects that meet rule criteria.
    The Apply On Existing Objects? dialog opens.
  4. Click OK.
    The Apply On Existing Objects? dialog closes and the system starts a process that applies the rule to all objects that meet rule criteria.
  5. Optional: To check the status of the process, click the Action button beside the action, select Apply On Existing Objects > Check Process Status.
The time-based action is applied to all objects that satisfy the rule criteria.