CRM 2013 Workflow - Stages and Wait Conditions

Posted on 2014-03-22
Medium Priority
Last Modified: 2014-03-24
Greetings Experts,

I have put the attached in place as a test but I am missing something here. If I add data to the field at say 5 minutes and save - it will still send the email in stage 2.

Any suggestions on doing this properly much appreciated.
I am trying to set up a scheme that sends out a number of emails until a date is entered into a field. Thanks.
Question by:sunny-j
LVL 30

Accepted Solution

Feridun Kadir earned 2000 total points
ID: 39947850
I think the logic is not right. You have the wait after the test which I think is the problem.

For example, in stage 2, the test is performed and then you have the wait. Whilst the workflow is in the wait, any further changes to the record will not affect the wait which will continue for the 6 mins and then the workflow moves to the next step.

I think your logic should be, if date sent does not contain data, then send email, followed by wait 4 minutes.
Stage 2, as above followed by another wait and soon.

So the test should come after the wait.

Author Comment

ID: 39949704
that worked perfectly, thank you again.

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