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Former Member

notification for extension field based on time

I would like to send notifications for users if a certain field is sitting in the same value for longer than, for example, 5 days. Is this possible?

For example, we have developed an approval process within the opportunities based on gates and have a extension field that indicates whether the gate is submitted, approved or rejected ( Gate Status) . My idea is to create a notification to opportunity owner and manager to receive if gate status is at "Submitted" longer than 5 days.

Thanks!

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1 Answer

  • Dec 11, 2017 at 12:04 PM

    Hello Fernanda,

    You can try to create workflow rule with Timing : Scheduled to achieve your requirement.

    - For Business Object : Opportunity, Select Timing: Scheduled with below fields in Basic data:

    Event: Changed date/time

    Relative Time: After and Time Offset: 5 Day(s)

    - Condition With require field ex. 'Approval Status'

    Equal = Submitted.

    - Define Action as per your requirement.

    Regards,
    Amit Kumar

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    • Former Member

      Thanks Amit,

      I have tried to create a workflow based on your answer, however, when I get to the actions step, notification is not an option. My only options are "Action, activity task, email, field update, messaging" .