It really helped. One thing I want to do is to add a second email to the workflow after a few days. I’ve got the first email to send ok and both email templates ready, just not sure how to schedule the 2nd emai. Everything else I think I’ve got a handle on.
Here’s what I’m trying to do: Workflow (on save)1. (Check conditions: if yes:
sometimes the way to simplify complex workflows is to add custom fields to keep track of the state of each record throughout the process.
So, suppose you add two custom fields (one would be enough, but this makes things clearer, I believe): “processed” and “dateToSend”
So when you run the first workflow, for the first email, you set “processed” to false, and you set “dateToSend” to have the date when you want the second email to go out. This can be done with a Calculated field setting the date to “now plus a few days”.
Then you have a separate workflow that runs “on scheduler”, tests if the dateToSend has passed AND processed is false. It sends the second email and sets “processed” to true.
I am not sure, I always do Workflows by trial and error.
For Date comparisons I recommend to avoid using “equal”, use a “lesser” or “greater” comparison to make sure it works even if for some edge cases, like if the the scheduler skips a day, or if people edit dates manually. That’s why use the second field (“processed”) to make it more robust and ensure it only runs once. Date comparison sometimes are tricky.