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Need help please
Hello All,
I have been trying this from last week but I am not getting anywhere.
Requirement à
1) send report of all records in one email to each record owner 30 days before the Target month if A ,B, C, D fields are blank.
Target month is a single picklist value from January – December. We always assume that Target month will be 1st of every month. Example: If Target= July i.e. 1st July 2017 and email should go 30 days before. If user puts Target month in Mid-June as July then email should go at the same time as it is less than 30 days.
2) after email has been sent in current year for that record then email should go next year based on the Target month like above if A ,B, C, D fields are blank.
Please help.
I have been trying this from last week but I am not getting anywhere.
Requirement à
1) send report of all records in one email to each record owner 30 days before the Target month if A ,B, C, D fields are blank.
Target month is a single picklist value from January – December. We always assume that Target month will be 1st of every month. Example: If Target= July i.e. 1st July 2017 and email should go 30 days before. If user puts Target month in Mid-June as July then email should go at the same time as it is less than 30 days.
2) after email has been sent in current year for that record then email should go next year based on the Target month like above if A ,B, C, D fields are blank.
Please help.