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en:scheduled_workflows [2019/08/06 17:29]
hena [Scheduled Workflow Conditions Examples]
en:scheduled_workflows [2019/08/06 17:38] (current)
hena [Scheduled Workflow Conditions Examples]
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   - Provide description for future reference   - Provide description for future reference
   - Under ‘When to run the workflow’ options, select the Time Interval radio-button,​ and select Daily from the ‘Run Workflow’ dropdown {{ :​en:​corebos:​workflow:​firstpictureex3.png?​600 |}}   - Under ‘When to run the workflow’ options, select the Time Interval radio-button,​ and select Daily from the ‘Run Workflow’ dropdown {{ :​en:​corebos:​workflow:​firstpictureex3.png?​600 |}}
-  - Under the ‘Conditions’ tab, provide the filter conditions. Two conditions need to be configured: Expected Close Date is more than 10 days later, and Sales Stage is not Closed Won.+  - Under the ‘Conditions’ tab, provide the filter conditions. Two conditions need to be configured: Expected Close Date in more than 10 days, and Sales Stage is not Closed Won. {{ :​en:​corebos:​workflow:​secondpictureex3.png?​600 |}}
   - After configuring the conditions, you need to send email alerts to “Assigned To” user to follow up with the Client. To compose an email notification,​ under the ‘Tasks’ Click New Task and then Click Send Mail.   - After configuring the conditions, you need to send email alerts to “Assigned To” user to follow up with the Client. To compose an email notification,​ under the ‘Tasks’ Click New Task and then Click Send Mail.
-  - Provide Task Title — Just for your reference. In the To field, select “Assigned To’ user’s email address. Provide catchy subject and compose your email body. +  - Provide Task Title — Just for your reference. In the To field, select “Assigned To’ user’s email address. Provide catchy subject and compose your email body. {{ :​en:​corebos:​workflow:​thirdpicture_ex3.png?​600 |}}
   - Once you’re done, click Save.   - Once you’re done, click Save.