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CRM Workflow for Date field

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Posted on by Poornimaa

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Hi All,

I would like to create a workflow between 2 Dates fields. My workflow should trigger when the employee's termination date is within 1 year of the start date.

(Eg) Employee start date: 1/1/2019

His Termination date: 1/10/2019.

In this example, he got terminated within a year and so my workflow should start and send an email.

How can I compare these 2 Dates fields in the workflow particularly to check if the termination date is within a year of starting date? ? Any help is much appreciated.

Thank you,

Poorni.

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erhan.keskin 2,253 on at

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RE: CRM Workflow for Date field

Hi,

Here how you can do it;

Add "Check Condition" step in WF

In the condition page, select the "Employee Termination Date" field

Select the operator "Is Less Than"

Click on the "Enter Value" field

Select 12 in the month box on the right pane

Select "After" in the option sets below the month box

Select the "Employee Start Date" field in the field list below

Check if "{12-months after Employee Start Date}" is populated in the "Enter Value" box.

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RaviKashyap 55,410 Moderator on at

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RE: CRM Workflow for Date field

Hi Poornima,

Refer below blog. Its basically you need to select the operator as Set To on left hand side, select 12 month and then select the date. and then okay.

https://www.powerobjects.com/blog/2015/04/14/how-to-add-a-calculated-date-on-a-date-field-with-workflow/

Hope this helps.
Poornimaa 108 on at

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RE: CRM Workflow for Date field

Hi Erhan,

Thanks for your answer. Can you please help me with this?

How to do "{12-months after Employee Start Date}" in workflow? I tried doing it but couldn't achieve.

Many thanks,
erhan.keskin 2,253 on at

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RE: CRM Workflow for Date field

Hi,

You can create a WF and trigger it when the Termination Date is populated. In the WF, you can check if the Termination is within 1 year or not and send the email.

In order to determine the difference there are different ways;

1- There can be placed an if condition in WF

e.g. Employee Termination Date is less than {12-months after Employee Start Date}

2- There can be created a calculated field and calculate the difference, check the calculated field in WF

3- There can be WF Activity developed to calculate the date difference in C# and use the result in WF

Regards,
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MikeC282 2,148 on at

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RE: CRM Workflow for Date field

You can create a calculated field with the formula:

DIFFINDAYS (new_employeestartdate,new_terminationdate).

This will give you a number value between the termination date and start date. After which you can use a workflow where the calculated field is less than or equal to 365.