Before You Begin
Ensure you have administrative access to workflow settings
Identify the specific workflow you want to use for the bulk update
Plan to run the bulk update after business hours to prevent system slowdown
Note the workflow's current trigger setting so you can restore it later
Steps
Navigate to Your Existing Workflow: Go to the workflow you want to use for bulk processing (e.g., "Update Intake Opp BD Rep based on Referral Source Assigned To Field").
Access Workflow Settings: Click on the workflow to open its configuration page.
Locate the Workflow Trigger Section: Find the "Workflow Trigger" section in the workflow settings.
Change to Time Interval: Select "Time Interval" from the trigger options. This will process all records that match the workflow conditions simultaneously.
Save the Configuration: Click Save to apply the Time Interval trigger setting.
Monitor the Bulk Processing: The workflow will now run and update all matching records in your system at once.
Restore Original Trigger: After the bulk update completes, return to the workflow settings and change the trigger back to its original setting (e.g., "Field Change", "Record Creation", etc.).
Save Final Configuration: Click Save to restore the workflow to its normal operating mode.
Verification / Expected Result
After running the Time Interval workflow:
All records matching the workflow conditions will be updated with the specified field values
You can verify updates by checking individual records or running reports on the updated fields
The workflow will return to its normal trigger behavior for future records
Important Considerations
⚠️ Timing: Always run bulk updates after business hours to prevent system slowdown or temporary performance issues.
💡 Processing Method: Time Interval workflows process all matching records simultaneously, which is different from scheduled recurring workflows.
✅ Best Practice: This is a one-time bulk processing method - remember to change the trigger back to its original setting once complete.
Troubleshooting / Common Errors
System Slowdown: If you experience performance issues, ensure you're running the bulk update during off-hours when system usage is minimal.
Incomplete Processing: If not all records are updated, verify that they meet the workflow's condition criteria.
Workflow Not Triggering: Ensure you've saved the Time Interval setting and that the workflow is active.