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Workflow Help
Hello,
I'm trying to create a workflow to email a record owner. We have a custom object with project records and these project records are date sensitive. We need a workflow email to fire 1 day before Bid Date to the record owner. So if the Bid Date is 7-23-14 and the date is 7-22-14 an email is sent to the record owner. I have created the email. I just can't wrap my mind around this workflow.
Any help or ideas??
Thanks so much,
SC
I'm trying to create a workflow to email a record owner. We have a custom object with project records and these project records are date sensitive. We need a workflow email to fire 1 day before Bid Date to the record owner. So if the Bid Date is 7-23-14 and the date is 7-22-14 an email is sent to the record owner. I have created the email. I just can't wrap my mind around this workflow.
Any help or ideas??
Thanks so much,
SC
You should write a Time Dependent Workflow rule.
Check the below link.
http://www.shellblack.com/administration/time-dependent/