Im using SuiteCRM Version 7.10.29 Sugar Version 6.5.25 (Build 344).
Been trying to create a remider with workflow using opportunity module but instead of reminder i receive the notification soon the opportunity reach the condition state ignoring second condition.
the workflows i have are:
1st workflow: active, always, new records
on inbound email, actions are assign the email to an user and create opportunity using subject of email as name, user assign, stage as proposal/price-quote, close date set to 60 minutes (for testing) and this one working well.
2nd workflow: active, always, new records
on opportinity, condition for stage proposal/price-quote and condition to close date - 15 minutes. Actions create a task to the user of opportinity.
Is it that you want the Reminder Task to be created, when the “Close Date Time” is in 15 minutes?
(ie, Close Date time is 2pm, so the Workflow would fire at 1:45pm)
Or something else?
Currently, I believe the condition:
“Less than or Equal to” “Now” “+” “15 Minutes”
Would fire on all opportunities that have a “Close Date Time” earlier than 15 minutes in the future.
(ie, If the time now is 2pm, all Opportunities that have a close date time of earlier than 2:15 will be fired on)
If you want to restrict it so that it only fires when the “Close Date Time” is in 15 minutes, then please try:
“Greater than or Equal to” “Now” “-” “15 Minutes”
(A good way to think of it is that “Less than” equates to “Earlier Than”
and “Greater than” equates to “Later Than”, when used with Date/Time fields.)