How to set a workflow to send email reminder before 2 hours of a call scheduled time

💬 General Discussion
1

Hi,

I want to setup a workflow which will send email reminder on my email address before 2 hours of start time of any call.

I have tried with below settings at my end but it is not working :

WorkFlow Module: Calls
Status: Active
Repeated Runs: Uncheck
Run On: All Records

Conditions:
Module Field Operator Type Value
1 Calls Call Start Time Greater Than or Equal To Date Now + 2 Hours
2 Calls Call Start Time Less Than or Equal To Date Now + 3 Hours

Call Start Time is a custom field which is containing the call start date and time.

Please help.

Thanks in advance.

2

Hi

You can use the reminder feature in SuiteCRM, so you can choose the Email invitees 2 hours prior. You will recieve an email 2 hours before your call starts.

Before I knewed this feature I also created a workflow like this:

Conditions:
Calls Reminder Time Equal To Value 2 hours prior.

Actions:
Send E-Mail to User (your Account)
and might an email template - You can add an new email template in your mail-module