Hi, guys, I want to create a workflow that sends an email 15 days before the close date preview establishes in the Expect to Close Field
This is my workflow
Opportunities -> Expect to Close Date -> Less Than -> Date -> Now -> - 15 DaysHi,
I believe that the following should be what you are looking for:
Opportunities -> Expected Close Date -> Less Than or Equal To -> Date -> Now -> + 15 Days
Opportunities -> Expected Close Date -> Greater Than or Equal To -> Date -> Now -> + 14 Days
Assuming I am interpreting your requirement correctly, This should fire when the “Expected Close Date” value is roughly 14~15 days ahead
As an Example,
This should fire on the 15th, If the “Expected Close Date” is the 30th
Which one of those two i have to setup in my workflow?
My requirements is received an email 15 days before the opportunity hit the Expected to Close Date
Hi,
You’ll need to set up both condition lines.
If you just have one of these, the workflow might fire on opportunities that are far beyond just 15 days before
It requires both conditions to ensure it fires within the “15 days” timeframe.
Oh right!
And what i have to do to this new workflow affect all the opportunities that are already create in the SuiteCRM
The workflow should fire on pre-existing Opportunities. (As long as they meet the 15 days condition, and the workflow is set to run on “all records”)
If the pre-existing Opportunities have an “Expected Close Date” that is Over or Under 15 days in the future, the Workflow wont fire.
Dont work 