RE: CRM 4.0 workflow by Bob
Bob
Thu Aug 28 15:56:17 CDT 2008
Rob -
I have a similar requirement that is focused on Modified On. Esentially, if
a Lead has not been touched in 21 days, I'd like to setup a Task for the
Owner. I don't want this to run in 21 days, only run if the record hasn't
been modified in 21 days. So, how do I relate Timeout to Modified Date?
"Rob Mottram" wrote:
> In your workflow,
> click add step, and select wait condition
> Click on the condition to set the condition
> In the first box select workflow
> In the next box, select TimeOut
> In the next box select Equals
> Click on the final box, and in the form assistant, select DynamucVales
> Select 15 minutes, after and select Due Date
>
> This should then wait until 15 minutes after the Due Date.
>
> Hope this helps
>
> Rob
>
> "~Jij" wrote:
>
> > Could someone let me know how to accomplish the following in crm 4.0
> > - i have a task; with a due date.
> > - i need to have a workflow that would check (15 mins after the due date) to
> > see if the status of the task is completed.
> > - if it is not completed, then i need to send an email to the owner of the
> > task.
> >
> > Basically Im not able to define the condition that workflow should check the
> > task status 15mins past the due date. I remember there was a 'Wait For Timer'
> > feature in 3.0 workflows ; cant see the same in 4.0
> >
> > thank you