help troubleshooting workflow, emails are not sent

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Hello,

I created a workflow that sends an email to the primary contact of an account in NJ or OH if the license expires 90 days from today

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the email looks like this...

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I changed the state license - license expiration to 9/28/2015

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I am able to Run the workflow but I don't know why the emails are not sent or what's the best way to troubleshoot it, any ideas are appreciated, thanks!

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Community Member on at

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I was able to trigger the email notification without the date condition, so my problem is calculating the 90 days before license expiration.

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The issue was...

In Settings-System Jobs, I saw the background process running then displayed Status Reason: Succeeded and disappeared. Where I could check the email that was suppose to be sent?

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Hamzeh Zawahreh 3,674 on at

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dear JP Andino

why you don't use the workflow (process) timeout condition to send email after the timeout of your needed date.

see this example:

http://www.powerobjects.com/2012/10/12/time-condition-based-workflows-in-crm-2011/

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Hamzeh Zawahreh 3,674 on at

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hi read more about waiting and timeout conditions:

blog.clickdimensions.com/.../crm-workflows-wait-versus-timeout.html

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I like that idea but not sure how to specify properly 90 days before License Expiration Date. Do you have any tips?, thanks in advance.

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Hamzeh Zawahreh 3,674 on at

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hi when add wait condition step to workflow , then click on condition select your date from the list of fields then create operator equal then select 3 months after your date.

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Hamzeh Zawahreh 3,674 on at

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hi see this example in wait condition

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Thanks for your help!

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