Dynamics Community Forum Thread Details

How to create a workflow that creates an activity and then sends and email notification after 3 weeks if activity is still open?

Hello

I'm hoping someone can help me as I'm going round in circles trying to find a solution to this new workflow.

Simply put, I need to create a workflow that does the following;

If opportunity = Won, AND 'Who signed deal' = 'Dealer', 'Introducer' or 'Distant Sale', then create an activity (phone call) for the opportunity owner.

If activity is still open 3 weeks after the opportunity close date, an email is sent from the opportunity owner to our Sales Director.

The workflow I have created is completely flawed. When I activate the workflow, it appears to run any job that is a closed won opportunity, but doesn't take into consideration 'Who Signed Deal'. The activity (phone call) is also created as my activity even though the phone call is set as Call From : {Owner(Opportunity)}. The job then changes to waiting status, and then doesn't ever proceed to send email after the wait condition.

Please see workflow set-up below;

6332.Notification.PNG