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Khalid123Khalid123 

E-mail workflow trigger

Hi, I've got the feeling I am doing something wrong. I want to create a workflow rule triggering a e-mail notification to the record owner when an opportunity is almost due close date (let's say 10 days). The workflow only gets triggered when a record is created, or when a record is edited and did not previously meet the rule criteria. But I want this rule to be triggered when it meets the criteria (close date <10 days) without having to edit the record because sometimes a record isn't edited in months. Can anyone help me out with this?
NasipuriNasipuri

Hi Khalid,

 

Create the workflow like below

 

As Evaluation Criteria set the first option

When a record is created, or when a record is edited and did not previously meet the rule criteria

 

And as the Rule Criteria: set the rule as below

 

Opportunity: Close Date less or equal NEXT 10 DAYS

 

As you have set the Evaluation Criteria as above it will automatically send the mail when the close date is 10 days left you don’t require any edition of the record.

 

Thanks and Regards,

Dinesh Nasipuri

Dinesh.Nasipuri@gmail.com