Two Conditions Check : Workflow

SuiteCRM Forum - English Language Advanced OpenSales, Workflow, Portal support
1

Hi,

I have to check two conditions in workflow for sending email. But it triggers email as soon the status is changed, its not checking the 84 days count condition. Whether conditions work as separate? I thought it will work work as “AND”. Any help ?

Thanks

2

Hi,

It should work as an ‘AND’.

What are you trying to achieve with your 2nd condition? Is it supposed to be if the ‘Quote Updated Date’ is 84 Days in the Future, or 84 days in the past?

3

84 days in the past. .

4


Updated workflow, it still sends two emails when is status is changed to sold. It doesnt check for another condition.

Thanks

5

Hi,

Is Quote Updated Date a custom field?
and are you sure that your records have a correctly populated “Quote Updated Date” field? If it is left blank then the Workflow may not work as expected on it.

Also, are there records that have a fairly recent “Quote Updated Date”? If it is within the 84 Days limit, has the Workflow fired on it?

6

yes custom field. Now, I have selected “Only on scheduler” option for this condition and i think it works now.

Thanks