Hey everyone, Hope you all doing great in thi...

(Hyman van Zyl) #1

Hey everyone, Hope you all doing great in this 2018. I searched everywhere and tried many things but cant find a way to do the following. Maybe its not possible.

Can you have a workflow rule be triggered automatically if a date in a row reaches today? Without doing an actual update. I create for instance IF statements that will change to TRUE if todays date are reached and set the workflow trigger on that but it does not change to TRUE automatically, I have to click edit and save and only then it changes. Is there a way to make it trigger automatically? Thanks Hyman

(Aleksi Alkio) #2

One way is to create a report instead of workflow. In the report you can set rules how the email should be triggered.


(Hyman van Zyl) #3

Thanks lots Aleksi, not on Pro yet so will try to set an action for now and user just have to run that. Greets