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Former Member

Conditional Workflow Rule

Dear all,

we have a requirement where we want to send an e-mail notification to the opportunity owner, when a certain status is not reached after the close date.

F.E. : Close date is 23/10 -> if status is not changed to 'XXXX' after 2 weeks, so on 06/11, an e-mail should be sent.

I have tried this using following setup:

Basic Data

Business Object : Opportunity

Timing: Scheduled

Event: Close Date

Relative Time: After

Time offset: 2 weeks

Conditions

Custom status = 'Won' and custom field NE 'Created'

or

Custom status = 'Won' and custom field NE 'No Project Needed'

This setup results in the system checking the conditions on close date and executing the mail 2 weeks after.

It is not what we require.

The conditions should be checked 2 weeks after the close date, and then send the mail if the conditions are met.

Is there a way we can achieve this?

Thanks and kind regards,

Michael

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1 Answer

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    Former Member
    Oct 23, 2015 at 09:41 AM

    Hello Michael,

    you could try the following:

    -) workflow #1 -> 2 weeks after the close date you update a customer-specific field

    -) workflow #2 -> when the customer-specific-field from workflow #1 is updated, you check the conditions you wrote above and send the email or not.

    br Michael

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