Microsoft Dynamics CRM (Archived)

Workflow triggering !

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Posted on by SureshVandadi

Hi All,

I need to create a basic workflow which should function the below way. Can anyone of you suggest me the logic ?

1. On Account entity I have a date field called 'Expiration Date'

2. An notification email should be sent to user on updating any field on the form.

3. The condition that should be checked for sending email will be .. expiration date should be exactly 30 days ahead of the time when user is updating the fields on the form.

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SureshVandadi on at

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RE: Workflow triggering !

Hi Alex,

Is there any way to use system built in functions directly instead of going with a new field again ?
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ashlega 34,475 on at

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RE: Workflow triggering !

Hi SV,

for #3, you might create "whole number" calculated field and use DATEDIFF function to get the difference between NOW() and Expiration Date

Then, on the update of the record, you can use that calculated field in the condition.