Question

Workflow Automation -Check once a day - Custom Fields

  • 4 August 2021
  • 2 replies
  • 46 views

Userlevel 1

Hi,

I have created the custom field “Quote Expiry Date” in opportunities and I would like to trigger a task 3 weeks prior to this date. It seems it’s not possible to use “Check once a day” with a custom field???

Any help with this please!

Thanks.

 


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2 replies

Userlevel 2
Badge +1

@Stephanie the “Check Once A Day” trigger unfortunately does not support custom fields. We suggest create the task when the “Quote Expiry Date” is entered.

 

Example below with “Custom_Date) instead of “Quote Expiry Date”:

Copy of the above formula: 

DATEADD(cf_Custom_Date,-21)

 

Note: this Task does not update if the Quote Expiry Date is updated. 

Userlevel 1

Thank you Kevin!