Email CRM 4.0

Create a child workflow that calls its self.

fist you need to decide how the initial workflow is triggered. will it be on create of the record? or a triggered manually. It'll be up to you.

1. Now create a workflow and place a check on the child check box.
2. Save it.
3. then create the email that will be sent.
4. create a wait condition and set the entity to be "workflow", the attribute as "timeout", operator as "On or After" then set the dropdown as dynamic then set after 7 days and choose the workflow execution time as your target field. (you can use a defferent date or date and time field if you want)
5. call the child workflow and select the same workflow so that it will cycle.
(**NOTE: 3 and 4 an be interchanged)

Let me know how it goes.

I am a little confused with how this workflow works:
So I create an On Demand Workflow first and then a child workflow... also i need the workflow to stop once another field is changed....
To give you a more concrete example...
A sales person need to send an email out to his clients once a week with an update.  Once the sales person changed another field to close, i need the email to stop sending out

since the objective is to send an email every 7 days while the record is still open. The timeout condition will take care of the 7 days. You can use an if condition to check the records status to only send the email if the record is open and set a defaut condition to stop the workflow otherwise or if the record is closed. This way you ensure that an email is sent out when when the records status is open only and it will kill the workflow when closed.

I am still recieving an error when i try and publish the workflow... here is an image of the workflow ive created, any idea what im doing wrong?
workflow-reoccuring.bmp

The reason why it is not publishing is because of the error indicator beside the start child workflow. (I am sure you noticed that) =)

Anyway, try this. Highlight the start child workflow section and delete the item. save the current workflow. Then add a start child workflow at the end of the workflow after the condition to check if the record is still open.

Technically, you are not doing anything wrong.. there are just times that this happens and we just need to refresh the child workflow that it is openning. Another reason this may happen is if the workflow it is trying to open was deleted. even if a workflow have the same name, the guid will be different.

Let me know how this goes.

It still isn't working, is it possible that its actually with all of the following under the same branch:
Check Condition ISS Negotiator
then Check Condition Agent Package Recieved
then Timeout 1 hour
then send email
AND then under a new unrelated step: stop workflow
And another unrelated step: Start Child workflow
?
Let me know if you need me to explain ill attach an image