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GPS Finance
Trouble with contract workflow rule
My company needs a way to follow up on contracts that have not been signed and returned from the customer. I would like to set up a workflow rule that would alert a user if a contract is still in draft status 60 days after the contract was sent. Can anyone help me with this? Is there an easy way to do this? Thank you.
Yes you can do this with time based workflow.
However it would be good to know what do you mean by:
We have a field for the contract sent date, and there is a status field that shows either Draft or Activated.
I don't know yet if we want to set it up as an email or a task. It will probably be an email.
Thanks.
Time based workflows can do the job in this case. You can set your workflow criteria to STATUS = Draft and Contract Sent Date is NOT BLANK (assuming that Contract Sent date will never be a future date). Then you can add a time trigger that tests the time-based rule 60 days after the rule trigger date.
Hope this helps!
Here is formula you can go with.:
You need to write a workflow for this and
RULE:
IF(TODAY()-ContractSentDate__c>60)
Action :
Email Alert (here you can configure Email template as per your need for inital phase you can start with simple plain text template)