New here. I'll be as brief as I can. I'm trying to trigger a mail before a subscription expiry date.

I have two tables: A 'Contact' Table and an 'Account' Table.

How can I add an 'Account Expiry' Date field from the Account table as an option in this drop down? Or indeed any other new field I create in the Contact table.

Any help appreciated!

workflow time trigger edit

  • Can you please share your work flow rule-criteria as well? – Mahmood Nov 27 '14 at 13:04

Easiest way would be to create a new formula field on Contact, with type Date, referring the Date field on Account.

The formula would be:


The new formula field will then appear in the dropdown.

  • Thanks Guy - thought it might be something like that. Help appreciated. – MikeAdmin Nov 27 '14 at 14:15

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