Workflow for Opportunities where the date expired

[roxtec]

Hi All,

i want to create a workflow for Opportunities where the expected close date expired but the sales stage is still ongoing.

Any Idea. You can create workflows only for not modified but not for calender figures.

Right now i´m sending excellist around the world. Tried to make it with scheduled reports once a month but the date here is also a problem. because you have to create the filter before and choose today. this is not working automatically. So you need to change the date.

Thanks and Regards

[sugarcane]

Hello Matthias,

i want to create a workflow for Opportunities where the expected close date expired but the sales stage is still ongoing.

To do so, you will need to create a time based workflow. You will need 2 conditions:
-When Expected Closed date was more than xx days ago (When a field in the target module changes to or from a specified value)
-When Sales Stage is one of the following: xxx (When a field in the target module changes to or from a specified value )

[roxtec]

Hi Sugarcane,

do you have expiriences in that. I got it working but only on some opportunities. It is once a month i´m getting this email alert for one opportunity. When i check the Opps. there are a bunch of more but the system did not send anything.

BR Matthias

[nileema]

Hello Matthias,



To do so, you will need to create a time based workflow. You will need 2 conditions:
-When Expected Closed date was more than xx days ago (When a field in the target module changes to or from a specified value)
-When Sales Stage is one of the following: xxx (When a field in the target module changes to or from a specified value )

Hi Sugarcane,

I want to create workflow for document module, for which I want to send a mail to related user 14 days before expiration date.
To do this what conditions should have to apply?

Thanks.

[sugarcane]

Hi nileema,

look at this post; http://www.sugarcrm.com/forums/showt...d=1#post197033