You need to sign in to do that
Don't have an account?
rajgopal10
Workflow rule mail sending to current user
Hi,
I want send an email to current user before 90 days of Close date.
how i can apporach this using workflow. Plase suggest.
Regards,
Raj
I want send an email to current user before 90 days of Close date.
how i can apporach this using workflow. Plase suggest.
Regards,
Raj
1)First create a Workflow. In Time-Dependent Workflow Actions, click on Add Time Trigger and give the condition shown in below screenshot.Save it.
2) Now Click on Add Workflow Action, and select New Email Alert.Now give Name and select Email template, select Recipients.
If you want to send email to user who created it, select Recipient Type as Creator.
If you want to send email to Owner, select Recipient Type as Owner....etc.
3) Save and Activate the Worflow.