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Kevin Horwitz Workflow with Email Alerts
I'm trying to create a Workflow to send an Email Alert and update a field when a field equals a specific #. Here's the full situation:
I need to send out a series of e-mail alerts based on the difference between a date field (Expire_date__c) and today's date. This # is calculated by a formula the date_diff__c field. When an e-mail is sent, I want the 'Renewal_email_count__c' field to increase by 1 (starts at 0, then goes to 1, then 2, etc) every time this rule triggers.
Anyway, let's talk about the first e-mail that should trigger. When the Date Diff field equals 90, I want the e-mail alert to go out and to add 1 to the Renewal Email Count field. However, I can't seem to get it to trigger automatically. By that I mean that if I let the Date Diff field calculate 'naturally' by having 91 days change to 90 days at midnight, nothing happens. However, I can go into the record, change the Expire Date so that the Date Diff will equal 90, save it, and everything will trigger.
I've even taken it a step further and put in a '90 Days' checkbox that gets checked when the Date Diff field equals 90 and then tied the workflow to whether the 90 Days checkbox is checked. Still nothing.
Help!
I need to send out a series of e-mail alerts based on the difference between a date field (Expire_date__c) and today's date. This # is calculated by a formula the date_diff__c field. When an e-mail is sent, I want the 'Renewal_email_count__c' field to increase by 1 (starts at 0, then goes to 1, then 2, etc) every time this rule triggers.
Anyway, let's talk about the first e-mail that should trigger. When the Date Diff field equals 90, I want the e-mail alert to go out and to add 1 to the Renewal Email Count field. However, I can't seem to get it to trigger automatically. By that I mean that if I let the Date Diff field calculate 'naturally' by having 91 days change to 90 days at midnight, nothing happens. However, I can go into the record, change the Expire Date so that the Date Diff will equal 90, save it, and everything will trigger.
I've even taken it a step further and put in a '90 Days' checkbox that gets checked when the Date Diff field equals 90 and then tied the workflow to whether the 90 Days checkbox is checked. Still nothing.
Help!