Microsoft Dynamics CRM (Archived)

Scheduled workflow date condition

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Hi experts,

I have created a workflow using Workflow Elements (available on AppSource) to trigger a workflow every Thursday.

I have a date field called XPT Ship Date.

This workflow should check if the project template is "NOS" and if the XPT Ship Date is in 2 weeks or less.

I think my logic for the if condition for "XPT Ship Date within 2 weeks" may be incorrect.

Please help me out with the correct if condition of I'm wrong.

Screen-Shot-2018_2D00_03_2D00_15-at-11.20.09-AM.png

Screen-Shot-2018_2D00_03_2D00_15-at-11.22.41-AM.png

Thanks,

Jon

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Community Member on at

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RE: Scheduled workflow date condition

I checked it again. It was a small error on my side.

Thanks Ravi. You're a life saver!

Best,

Jon
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RaviKashyap 55,410 Moderator on at

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RE: Scheduled workflow date condition

Hi Jon,

I just tried a sample on opportunity entity 'Actual Close date' and it seems to be workings fine. Can you check separately . It is possible then some other condition is failing and not this date check.
Community Member on at

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RE: Scheduled workflow date condition

Nope
RaviKashyap 55,410 Moderator on at

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RE: Scheduled workflow date condition

So you mean it didn't satisfy the condition of ship date within 2 weeks?
Community Member on at

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RE: Scheduled workflow date condition

Hi Ravi,

I tried using the condition above but it didn't work. Any other way I could make it work?

Thanks,

Jon
Community Member on at

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RE: Scheduled workflow date condition

Hi all,

I'll give "Actual Close Date "Is Greater Than Or Equal To' 14 Days before the process execution time" a try and see if it works.

Thanks,

Jon
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RaviKashyap 55,410 Moderator on at

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RE: Scheduled workflow date condition

You are right Alex, its not aviable in wokflow.

Jon, you can then use it something like this-

Actual Close Date "Is Greater Than Or Equal To' 14 Days before the process execution time.

I haven't tried it but believes this should work.

Hope this helps.
Alex Fun Wei Jie 33,626 on at

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RE: Scheduled workflow date condition

Hi,

if i am not mistaken, the workflow doesnt have this operator
RaviKashyap 55,410 Moderator on at

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RE: Scheduled workflow date condition

Sorry I think it would be Next 'X' weeks... Do a test to see if this works.
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RaviKashyap 55,410 Moderator on at

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RE: Scheduled workflow date condition

Hi Jon,

If I am not wrong, there are operators to check if the date is within last 'X' weeks. Something similar to this-

Hope this helps.