Need help with workflow conditions

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Posted on by Ben Markland

I have a workflow I want to build that will send an email reminder to the owner of an Opportunity 3 months prior to the Opportunity Estimated Close Date. I only want to do this for Opps. that are still open at that time. Can someone help me with the conditions I should build? I want to avoid having lots of workflows in the "Waiting" status if they do not need to be.

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Royal King 27,686 on at

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you have to use wait condition to send remainder email.check below image that shows how to add wait condition to wait to execute workflow before 3 months of est. close date

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Mahendar Pal 45,095 on at

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Hi,

"I want to avoid having lots of workflows in the "Waiting" status if they do not need to be" - Apart from workflows you can go for window service which will run on specified time interval and will daily check how many opportunities with above condition will send them email.

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ScottDurow 23 on at

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The only resources that a waiting workflow consumes is in the database so don't worry about performance of waiting workflows. If you run a second workflow after the wait you don't run into version issues either. Alternatively you could use the codeplex solution as a starting point -workflowautomation.codeplex.com

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Community Member on at

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I am working on similar workflow but I am unable to hit the condition where a license is 3 months before Expiration Date, any ideas why? i.e. re today's 7/1/2015 and Expiration Date on 10/1/2015 don't trigger the condition. Thanks in advance.

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