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Milan Hrdlicka Workflow rule?? - E-mail Alert depending on date change criteria
Hello,
I have "Contract" object and "User" object - they are connected as this by a "primary" key which is "Name" + " " + "Surname" (formula field type).
The "Contract" object has a date field "enddate" when the contract ends and also picklist field "OwnerExpirationNotice" which shows how many days in advance before the end date an e-mail must be sent to given contractor.
At the moment the picklist field only has a value of 30 and there are also null values, in case there is a null value, these rows should be excluded.
I need something like this:
if "enddate" minus "OwnerExpirationNotice" = today(), sent an e-mail to given address (for values where picklist values of "OwnerExpirationNotice" are not null).
Is a Workflow the real choice? Is that a problem that "OwnerExpirationNotice" is a picklist field?
Really appreciate your help on this.
Milan
You can use a time based workflow email alert. You can set it up to fire before your end date, but you need to manually set up how long before your end date it will fire.
https://help.salesforce.com/HTViewSolution?id=000005245&language=en_US
Hope this helps!