How to add auto populated date field in opportunity form with current date without opening record, and would like to add recurring workflow to send out notification if record Estimated close date is past due based on current date.
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Hi,
For there is no ut of box functionality for trigger workflow everyday however you can use either Flow or Workflow Scheduler Solution.
Using Flows: You can also do leverage flows to schedule workflows:
thatcrmblog.wordpress.com/.../scheduling-workflows-with-microsoft-flow
Workflow Scheduler Solution: Its a solution which when installed, provides you with entity to schedule the workflow. This requires fetchxml to retrieve the records on which you need to run a workflow.
alexanderdevelopment.net/.../updated-solution-for-scheduling-recurring-dynamics-crm-workflows
Hope this helps.
Thank you for your reply, but can you let me know how this workflow get trigger everyday. without adding Start when: ?
i would like to add todays date field with current date so i can trigger this workflow everyday by adding Start when: = todays date.
Hi
You do not have to set the current date to a field. In your recurring workflow, you can compare Process Execution Time with Estimated Close Date field value and send the email if the condition satisfied.
Other option would be to use a
Some useful links for your waiting workflow
https://www.powerobjects.com/blog/2012/10/12/time-condition-based-workflows-in-crm-2011/
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