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Workflow reminder for date expiry

Unanswered Workflow reminder for date expiry

  • Friday, April 20, 2012 10:24 AM
     
     
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    Hi All,

    I have a field "Target Day", Data type is "Date".

    I need to write a workflow, it has to remeind me before 10 days of Target day.

    For Ex: if target day is 30/04/2012, then the user automatically identify the target day before 10 days means on 20/04/2012.

    help me how we can do it through workflow with complete steps if possible.

    Thanks in Advance Siva

     

All Replies

  • Friday, April 20, 2012 11:30 AM
     
     
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    Hi Siva,

    Have a look at this blog. Even though its for CRM4.0 but its also applicable to 2011. In your case, instead of using "After", you can use "Before". Read the blog and you will understand what I mean.

    http://blogs.msdn.com/b/crm/archive/2007/12/12/crm-4-0-workflow-turning-inaction-into-action.aspx

    Eric UNG [Senior Analyst Programmer :: Sydney, Australia]

     
  • Friday, April 20, 2012 2:45 PM
     
     
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    Hi,

    Try this:

    First create a new workflow and then click add step. Select "Wait condition":

    Now you'll configure the condition that meets your business requirements. In the follow example I configure to CRM wait 10 days before the createdon of the account. This is only a sample, but you can specify any date field, ok?

    Configure how do you want to be remember. In this sample the CRM will send an email message 10 days before the date configured in the second step.

    Hope this help.