Workflow in Opportunity
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21 Juli 2008 11:24
Hi Everyone
I wonder if you could help with the following workflow.
I want a email to be sent to the sales person when the opportunity date is two weeks old.
I have tried this and it worked like this,
When EOI Due is 2 weeks old
If Opportunity: EOI Due on [07/07/2008], then:
Send An Email
Send e-mail: Create New Message
But when I did it like this:
When EOI Due is 2 weeks old
If Opportunity: EOI Due on [Days: 14 After Opportunity: EOI Due], then:
Send An Email
Send e-mail: Create New Message
It didn’t work. Can you advise what I’m doing wrong?
Thank you all for your time
Semua Balasan
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21 Juli 2008 11:39Moderator
Assuming you are on 4.0.
Your second one is saying if EOI Due on 14 days after EOI Due--that would never happen.
Inssert a wait condition and use the workflow:timeout to trigger your email.
Wait until Workflow: timeout equals 14 days after EOI due date
Also, make sure that you apply this to the existing opportunities manually, as it only will get added as opportunities get created.
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22 Juli 2008 13:01
Thank you for all your tiem
that worked perfectly
