AOW WorkFlow

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#1

Hi there,

I would really like to know if you can have a Workflow with repeated runs that checks a field for a date even if the record is not modified or created.

This is for implementing a automated reminder of a task-like module.

Thanks for your help.

Claus

#2

Hi Claus,

What conditions would the workflow be firing on? Would the record change at all?

Thanks,

Will.

#3

Dear Will,

Thanks for your prompt response.

The record doesn’t change until the date comes the condition is met.

Anyhow was able to build the automated reminder workflow as follows:

  1. Have a custom task module with a date field for proximate reminder.
  2. Have a workflow that fires when todayt and the reminder date are the same. (very important repeted runs)
  3. Make sure the reminder date changes or other condition is met or your workflow will fire infinite times for the day.
  4. Finished.

Best regards,

Claus