I need a formula to determine if a completion date is overdue

Question

I have 2 date fields on my opportunity, RFQ Received Date and Date Kick Off Meeting Held. I need to create a formula to trigger 2 work days after the RFQ Due Date is filled in IF the Kick off meeting has not occured. (Ex: RFQ received Date is today 8/9/18 if I have not filled in the kick off date by 8/14/18 then I will get an email saying I am overdue). I want the workflow to keep sending me email reminders until I have completed the kick off.

BUT If I complete the kick off on say 8/13 & fill in the completed date (in time) the wrkflow will not trigger.

Thank you for your help

Kim

Sarath Pathakota · Answer

Hi Kim, please follow the below blog and you will be able to achieve your requirement. If you need any assistance, please comment here:   https://force-base.com/2016/11/13/power-of-point-click-series-2-learn-how-to-set-up-recurring-time-based-workflows-in-salesforce/

I need a formula to determine if a completion date is overdue

Data Management

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