Creating a workflow to generate an email based on a date 45 days out

(0) Share

Report

Posted on by Community Member

I am having difficulty creating a workflow that will generate an email to our sales team that says that one of our billing consultants project end date will be in the next 45 days. I have 4 conditions that need to be met. Status, Stage, Office and Available Start Date. When our consultants start on a project we put an "Available Start Date" that could be 6 months or 12 months out. I want the system to automatically send out an email to our sales team whenever that date gets to be 45 days out. Make Sense? Can someone walk me through this?

*This post is locked for comments

I have the same question (0)

All responses (5)

Answers (0)

Sort by

Robert Wittig 1,885 on at

Like (0)

Report
Copy link

Link copied!

I am not sure of all your use cases but community.dynamics.com/.../workflow-wait-conditions-best-practices-dynamics-crm-2011 is beneficial when writing workflows with wait conditions like the one you are describing.

Was this reply helpful? Yes No
Suggested answer

KylieKiser 2,174 on at

Like (0)

Report
Copy link

Link copied!

Check out this blog: http://community.dynamics.com/crm/b/adopt2win/archive/2013/04/15/scheduling-recurring-workflows-in-microsoft-dynamics-crm-2011-online-and-on-premise

You could populate another dummy record with the alert date like shown below. Then create a bulk delete that runs daily or weekly to delete everything within a certain period.

Then create your alert email workflow to send when that dummy record is deleted. Does that make sense?

Populate your alert date:

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

saw this one already and couldn't quite translate it to make it work for me.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Here is what I have set up that isn't working.

Was this reply helpful? Yes No
KylieKiser 2,174 on at

Like (1)

Report
Copy link

Link copied!

I think the problem could be a circular reference in your wait. It looks like you are waiting for start date to be on or before start date, since we will only have one value for start date that will never be true.

You also have to be careful comparing to process execution time because that will be always be the current time when it checks.

You could try having this workflow call a child workflow. So wait a generic say 15 days. If start date is within next 45 days, send email. If not, call the child that will wait another 15 days and try again.

Either way these long waits can be problematic in a workflow so it would be better to consider a custom job that sends the emails or have an Advanced Find that users review to check the upcoming start dates. Or you can review this Advanced Find weekly and run an on demand workflow to send the email.

Good Luck!

Was this reply helpful? Yes No