Hi All,
Sorry if this has already need covered but I’ve not been able to find an answer here as yet.
I have created a new field with in Opportunities that is a datetime field, this is for the user to quickly mark an opportunity with a date and time when they need to follow it up or do another action.
I’m trying to setup a workflow to send an email to the assigned user when its the selected date and time, please see attached for the conditions and actions. I have tried this set to both run “always” and “only in the scheduler” but neither has worked and there is no info in the process audit.
Any help you can offer would be great.
Tom
Hello Again,
After more searching I though I found the problem, as I was using “Equals - Now” as my condition not <= “Now +xx minutes” there was a chance cron would not trigger the workflow.
I have changed the conditions to “less than or equal to” now +5 Minutes" (image attached) and the scheduler is set to run every 1 minute so from my understanding if the datetime fieled I created is set to 10:15 am the workflow should be generated at about 10:10am and send the e-mail to the user.
Now this does run, but only once on newly created opportunities, for example once the workflow has triggered against an opportunity and the user takes whatever action they need to and then pushes the datetime field out to another future point (minutes or days) the workflow will no longer trigger against this opportunity.
Help… 