Hi all, I am trying to setup a workflow that will send followup emails, weekly, after a certain date has passed and when a record remains in a certain status.
The scenario is that a contract hits a review date (typically 12 weeks before cancellation date), the system sends an initial email to the business owner, and sets the contract status to ‘in review’.
I want to create a workflow that sends followup reminder, emails weekly whilst the contract status remains ‘in review’.
Obviously I could create 12 workflows with different dates specified, but is there a way to do this in a single workflow?
You could set repeated run and run on every Monday or some other day in the scheduler.
I thought about that, but as the scheduler handles all workflows, hw can I set it up so that just this workflow runs weekly, as opposed to every hour when the schedulers currently runs?
Personally, I would write a custom scheduled job.
However, you can do this with workflow. I would add another field like follow up date.
Then your workflow condition becomes in review and today = follow update.
(You’re probably going to want to pre-populate this and make it equal to expiry date -12 weeks initially on record creation and you’re going to want to set all exisiting ones, one off)
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send email
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add 7 days to follow up date
This will send every week until the contract is no longer “in review”
You may want to add another condition like: Less than expiry date. So it doesn’t go on forever. Maybe you want a second workflow after the actual expiry like “ Your contract has now expired…..”
