Timeline for Send mail when contract is less than X days from expiry
Current License: CC BY-SA 4.0
3 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Jan 13, 2019 at 5:05 | vote | accept | Tanaka Saito | ||
| Jan 12, 2019 at 3:57 | comment | added | Tanaka Saito | I'll definitely try this, I did think that it should be possible without using process builder. Am I interpreting you correctly that you say that I should only have a workflow rule that has the following? Rule criteria: Contract End Date = Greater or Equal to Next 60 Days, Evaluate when rule is created and every time it is edited, Time dependent action 60 days before Contract End date - it sends a mail? | |
| Jan 11, 2019 at 19:12 | history | answered | gNerb | CC BY-SA 4.0 |