Good day,
I would like to create a notification workflow in CRM 2016 that sends an email after a certain amount of cases has been created for a customer within a month. Will this be possible using a timeout process? What would be the best way to implement?
Thanks,
Nuhr
*This post is locked for comments
Take a look at the following blog article.
The logic is for slightly a different purpose and calls plugin, but you can use a similar logic for what you need.
When I have time I will rewrite it for a non-plugin case, as it seems this has been requested from many people.
www.briteglobal.com/.../recurring_crm_plugin_execution_using_workflows
Hope it helps you.
Thanks for that. Unfortunately it wont be an on demand workflow but needs to run in the background and be a live notification. In other words, once the third case is created a notification automatically is sent out to relevant parties.
I assume this would require dev work?
Hello Nuhr,
Actually just like Iswarya said, you can use "Wait until conditions" in custom workflow.
You should also create a special field that increases its value with every case for customer. When counter hits definied value then condition is fullfilled.
And, what's more important, you will need another workflow for zeroing field "case counter" every month.
This can be hard, because there's no option to wait "for end of current month" in OOB workflows. If you don't want to dive into codeing, just create workflow on demand, that sets "record counter" to 0 and set reminder for 1st day of every month :)
But if you do not want to solve this in that way, you will have to create plugin.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (