sending wait condition email

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Posted on by New Crm learner

hi,

I am having two date fields A and B and an option set with values X, Y, Z .

Step 1:

when ever a record is created and date field A contains data and B does not contain data, I have to send an email depending on the option set selected . ( so there are 3 different kind of emails that needs to be sent depending on option set. If B contains date then no need to send email

Step 2: After 7 days from date field A, I have to do one more check to see if B is having date in it or not. If not I have to send email depending on option set.

Any screen shots of the workflow for this requirement is highly appreciated.

Thanks

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Verified answer

Aiden Kaskela 19,696 on at

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Hi Sam,

I don't have screenshots, but it would look like this:

Check condition: A contains data and B doesn't

Check condition: Option 1

Send email 1

Check condition: Option 2

Send email 2

Check condition: Option 3

Send email 3

Wait condition: 7 days

Check condition: A contains data and B doesn't

Check email 1, etc....

Hope this helps! I'd appreciate if you'd mark this as Answering your question.

Thanks,

Aiden

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Verified answer

SCV 1,004 on at

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Hi Sam,

It would be like this:

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