Hi guys im trying to make a workflow but i have problem with the operators i dont understand very well so far i have this workflow
Conditions:
Module Field Operator Type Value
Opportunities Sales Stage Equal To Value Closed Won
Opportunities Invoice Send Equal To Value Checkbox
Opportunities Expiration Date Equal To Date Expiration Date + 1 Days
But nothing happend i have problem understanding the last Condition
Opportunities Expiration Date Equal To Date Expiration Date + 1 Days
The main idea is that went a oportunity is in sales stage Closed Won with a check mark in INVOICE SEND and if the opportunities is close to the day in the Expiration Date send a email to a user
It looks like you have set it up almost correctly.
Opportunities Expiration Date Equal To Date Expiration Date + 1 Days
I dont think that is going to work. You are saying the Expiration Date is equal to itself plus 1 day.
A better solution would be to check if the current date is is greater than or equal to the Expiration Date + 1 Days. It will then send the email one day after the Expiration Date.