Conditional Workflow Rule

[Former Member]

Dear all,

we have a requirement where we want to send an e-mail notification to the opportunity owner, when a certain status is not reached after the close date.

F.E. : Close date is 23/10 -> if status is not changed to 'XXXX' after 2 weeks, so on 06/11, an e-mail should be sent.

I have tried this using following setup:

Basic Data

Business Object : Opportunity

Timing: Scheduled

Event: Close Date

Relative Time: After

Time offset: 2 weeks

Conditions

Custom status = 'Won' and custom field NE 'Created'

or

Custom status = 'Won' and custom field NE 'No Project Needed'

This setup results in the system checking the conditions on close date and executing the mail 2 weeks after.

It is not what we require.

The conditions should be checked 2 weeks after the close date, and then send the mail if the conditions are met.

Is there a way we can achieve this?

Thanks and kind regards,

Michael

[Former Member]

Hello Michael,

you could try the following:

-) workflow #1 -> 2 weeks after the close date you update a customer-specific field

-) workflow #2 -> when the customer-specific-field from workflow #1 is updated, you check the conditions you wrote above and send the email or not.

br Michael

[Former Member]

Hi Michael,

It looks like a workable solution.

I will try it out.

Thanks & Regards,

Michael

[Former Member]

Hi Michael:

if i set the checkflag using workflow 1, will it trigger a save to launch workflow 2?

Regards

[Former Member]

I guess so, because e.g. the before-save action should be called when checking a flag.

br Michael

[Former Member]

does it work?

br Michael

[Former Member]

Hi Michael,

We are still testing as there is a delay in each rule, but it seems to work.

Regards