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Rich at Allen
Workflow rule with a formula
I am looking for a way to set up a workflow rule with an email alert that will notify an opportunity when an open but not yet reached the closed/won stage has a close date earlier than today.
I have searched help and through the discussion groups and can not seem to find the right formula to put this in place.
Thank you
Rich P
Jashugan
What I think you are suggesting is to have a trigger on a particular date. I'm not sure that is possible. It seems as if Rules can only be triggered when records are created or edited.