RE: workflow CRM 4 wait until DateField = today by MD
MD
Fri Feb 08 20:09:00 CST 2008
This is easier than you may think. You can Actually have Workflow wait until
the Product's End Date = the End Date. This may seem counter intuitive, but
it works.
;-)
1.) Set up a Workflow that triggers when a new Product is created (or
however you need it to trigger)
2.) Click the "Add Step" button and select a "Wait For" step.
3.) In the Description (optional) type "Wait for End Date to Arrive"
4.) Click the "<condition> (click to configure)" hyperlink.
5.) When the "Specify Workflow Condition" dialog opens, chose "Product" from
the "Select" drop-down.
6.) The next "Select" field will appear. Chose the "End Date" field from the
drop-down.
7.) In The next Select drop-down, choose the condition "On". At this point,
a DateTime Field will appear, this is the field to which you'll want to set
the Dynamic Value which is the Products End Date.
8.) Over in the right side pane (The "Form Assistant"), you can select the
Product's "End Date" from the list of DateTime fields below the "Look for:
Products" drop-down.
9.) This Dynamic Value will be entered into the DateTime field (highlighted
in yellow). Click the "Save and Close" button.
That's it!
Now you can set the next step to "Change Stage" to "Inactive".
HTH,
--MD
"Bertil" wrote:
> Hi,
>
> I'm looking for a way to create a workflow in CRM 4 that waits until the
> actual date equals the value of a date field in CRM before continuing.
> For example: Pricelist has an enddate. If enddate is today, I want the
> workflow to set the status of the pricelist to inactive.
>
> Is this possible? If yes, please explain...
>
> Thanx in advanced.
> Bertil