CRM On Demand - Administration (MOSC)

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logic for wait workflow

edited Aug 11, 2013 8:42PM in CRM On Demand - Administration (MOSC) 17 commentsAnswered
Hi Champs,
There is a requirement to send out an email notification before 5 days of opty close date

workflow condition used:

Sales stage = open and Closedate - today > =5

Wait until: Closedate - 5

Scenario 1:

Close date = july 22

Waits until - 17 July

Reevaluation : Pass ( sends out an email on 17 July which is correct)

Scenario 2

close date revised to 30 july (for the same opty) -> one more new pending instance is created for modification which will wait till the latest close date shown below

waits until 25 july

revaluation: Pass ( sends out an email on 25 july)

Scenario 2's effect on scenario 1 workflow

Close date - 30 july (latest)

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