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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Alex Fun Wei Jie 33,628 on at

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Hi,

Regarding the timeout until 1 day condition, why you need that? Tomorrow will never be Thursday again, you call the same workflow for nothing. I think directly stop the workflow is better.

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Community Member on at

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Hi Wei Jei,

Thanks for the feedback. How can I correct the if condition to send an email "if XPT Ship Date is in 2 weeks or less"?

Thanks,

Jon

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Alex Fun Wei Jie 33,628 on at

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Hi ,

I think i misunderstand your requirements, you want to trigger this workflow again for next thursday.

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Alex Fun Wei Jie 33,628 on at

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Hi Jon,

the XP Ship Date is in 2 weeks or less, compare to what time? current date or?

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RaviKashyap 55,410 Moderator on at

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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.

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RaviKashyap 55,410 Moderator on at

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Sorry I think it would be Next 'X' weeks... Do a test to see if this works.

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Alex Fun Wei Jie 33,628 on at

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Hi,

if i am not mistaken, the workflow doesnt have this operator

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RaviKashyap 55,410 Moderator on at

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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.

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Community Member on at

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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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Community Member on at

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Hi Ravi,

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

Thanks,

Jon

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