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Workflow to email users manager RRS feed

  • Question

  • I have a manager asking that CRM email them when ever a user sets the follow up date out more than 30 days from current date. I have created the workflow and email, but not sure how to setup the 30 days from current date. Tried selecting follow up date/ on or after/ 1 month after follow up by, is this correct for 30 days from today?
    Tuesday, November 5, 2013 8:23 PM

Answers

  • If you want to do the comparison from the current date then you have to use the Process Execution time (It gives the time at which the workflow is triggered).Your condition should be IF ( follow-up date > 30 days after process execution time) then send email

    See sample below


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    Tuesday, November 5, 2013 10:12 PM