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Comfort_Auto
Workflow Trigger
Can anyone help me out with the furmula to create a workflow that sends an happy birthday email according to the DOB filed of my client?
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Can anyone help me out with the furmula to create a workflow that sends an happy birthday email according to the DOB filed of my client?
HI
depending upon your rquirement you are supposed to creeate Time-based work flow and action for that will be Email alert along with your communication template.So that automatically you will achieve your requirement.
Regards,
Developer
Hello Comfort_Auto,
I'm looking to do the same exact thing that you were looking to do. Did you find a solution? If you could share the details of what you did with me that would be fantastic.
Thank you@