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shraddha kawaneshraddha kawane 

Can someone update about this?

Question:
one object say Test is there having the following fields 
1. Name (auto number)
2. Status (picklist)
2. Completion date (date) 

My requirement is I want to send an email to user daily till following conditions are met??

1. Status = work in proress
2. Completion date (date) > Today()

how to achieve this by configuration only?? and how many workflows are required???

Vatsal KothariVatsal Kothari
Hi Shraddha,

For above scenario you just required one workflow.

Select Rule criteria as criterai ar met.

Completion Date Greater than TODAY
staus equals work in proress

Add "New Email Alert" as workflow action

If this solves your problem, kindly mark it as the best answer.

Thanks,
Vatsal
shraddha kawaneshraddha kawane
Hello Vatsal,

Actually , according to your solution email will not go daily..and its true that we have to apply time dependant action but email should go daily till Completion Date Greater than TODAY.
Thank you for adding your efforts..
shraddha kawaneshraddha kawane
This is the challenge that how we apply logic to make emails shcedule for everyday..? Its possible by configuration only :)
Vatsal KothariVatsal Kothari
Hey Shraddha,

You can try below scenario,

Create One Formula field which will store the number of days by which the completrion date is more to todays date,
Write workflow on this ie ISCHANGED(formulafield) && value of formula field is greater than 0 && not equal to 0, that will fire email alert.
So when formula field become 0 it will not fire Email.

If this solves your problem, kindly mark it as the best answer.

Thanks,
Vatsal
James LoghryJames Loghry
Sounds tricky to get this working through configuration only. 

In Apex, for instance, you could write a scheduled job that updates the record every night and/or sends out the email for the records.

Using only configuration, you could try the following:
  1. Create a "Next Email Date" field on your object.
  2. Default the Next Email Date to Today or Tomorrow depending.
  3. Write a workflow rule based on your two conditions.  The workflow has a time based condition, and fires on Next Email Date.
    1. That time based workflow performs two actions:
      1. Sends out an email.
      2. Using a merge field / formula, performs a field update to set  Next Email Date to today if applicable, null otherwise.
shraddha kawaneshraddha kawane
Hello james,
I have tried above solution but I'm not receiving email daily as we have to set emai firing criteria as per rule trigger date, so can you please update what should be the criteria..after rule trigger date or before rule trigger date??
shraddha kawaneshraddha kawane
Hello james,
your solution is fine for me but shoud i tick the checkbox named re-eveluate this workflow when conditions are met??? kindly reply as its a tricky thing to do.