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We are trying to configure a workflow so that 4 months after a date, an email is sent and then runs every 4 months after that. Can anyone offer us some guidance on this? It would be much appreciated.
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Hi Boris,
Thanks for all the information. I tried your suggestions and still was unable to get it to work properly. I ended up opening a ticket with MS and they referred me to the following article: https://technet.microsoft.com/en-us/library/dn531079.aspx?f=255&MSPPError=-2147217396
It looks like they have a limit for amount of times a work flow can run infinitely.
Hi Jenny,
Yes, it will be repeated every 4 months (if you set the time-out value to 4 months). You can notice that it is roughly the same idea introduced by meenoo, with a child workflow calling itself, every 4 months. The only thing is a wf cannot call itself (because the child one has to be enabled and not in "design" mode) that is why the link I provided introduced 2 identical child workflows.
Good luck with recursion, but it should work fine :)
Best
Boris
Thank you Boris..I was reading the article provided. Do you think this method will allow the workflow to repeat every 4 mos?
So I have an initial wait period which is 4 mos after "software activation date" then an email will send. Then every 4 mos after that the email will send again.
I see. So, after that initial wait period and send email step, you can start a child workflow which will contain a 4 month timeout step first and then the same email step. Now, the next step would be to start the same child workflow like calling itself. That way, the child workflow calls itself every time and waits for 4 months and sends an email and calls itself again. This is just a rough idea for you and I hope this will give you some insight on how to proceed further.
Thank you.
Hello JennyW,
If you want to introduce recurring workflows, you should check the link below. The introduced method works great.
www.powerobjects.com/.../create-recursive-or-scheduled-workflows-in-crm
Please mark it as Verified if that helped.
Best regards,
Boris
Hi JennyW,
You can trigger a workflow on a specific date by setting a condition on the field and then next step would be to set wait condition for 4 months from that date and then sending an email is the last step.
Thanks.
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