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Aug 28, 2023 at 03:42 PM

To Trigger Recurring Notifications in Opportunities in C4 Using Workflows

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Hello All,

I have a requirement where if my opportunity sales phase and certain dates if they both are not in sync then we need to trigger recurring notifications after every 7 days to the user.

My question is that the first notification can get triggered based on the workflow rule and the time I set in the workflow rule, however if the user does not act on the opportunity, can the same notification again be triggered after every 7 days, if the sales phases and the date are not in sync for example.

Once the user sets the date and the sales phase in sync yes the notification will stop, but without any action from the user by changing the sales phase and dates in opportunity can the recurring notifications be sent if yes please advice how it can be achieved functionally or technically help would be required here.

Kind Regards

Atul