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DeptonDepton 

Send an email alert 7 days before due date and if picklist not equals to Yes

 


Hi,

 

I am trying to set up a workflow email alert to be send to the owner of the record 7 days before the Due Date (date/time field ) if the picklist value Attending__c is not equals  to "Yes"

 

Thank you

 

 

Best Answer chosen by Admin (Salesforce Developers) 
Steve MolisSteve Molis

Just create a WFR that uses a formula like this:

 

NOT(ISPICKVAL(Attending__c, "Yes")) 

or

TEXT(Attending__c)  <> "Yes")

 and then add a Time-Dependent WF Action (Email) scheduled 7 days before the Due Date

All Answers

DeptonDepton
AND(
NOT( ISPICKVAL(Attending__c, "Yes")),
DATEVALUE( DueDate__c)  <=  TODAY() - 7)

 I created this one, is it gonna work!?!!

 

Steve MolisSteve Molis

Just create a WFR that uses a formula like this:

 

NOT(ISPICKVAL(Attending__c, "Yes")) 

or

TEXT(Attending__c)  <> "Yes")

 and then add a Time-Dependent WF Action (Email) scheduled 7 days before the Due Date

This was selected as the best answer
DeptonDepton

Thanks Stevemo,

 

yes! I realise that if I put the date in the formula then I cannot setup the time dependent action properly!

 

 

 

 

 

commercial coecommercial coe
Hi,

I want to send an email 7 days prior to the completion date. In the workflow, we have evaluation criteria which says like 1 . when the record is created 2. when the record is created or edited. 3. When the record is created and any anytime edited to meet criteria.

But in my scenario, the mail has to notified even if the record is not edited reccently. It has been created but edited at all. But before the completion date, email hass to be triggered.

Can you anyone suggest me some idea.

Thanks