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Topics#Data ManagementSumita Anand's Question
Sumita Anand asked in #Data Management
Oct 5, 2012, 7:59 PM

Sending email alert to the user 30 days after the activity date

I have a custom date field called = Activity Date. I want to send an email alert to the Owner of the record, 30 days after the activity date.

 

Can I do that using the WF Rule.?

 

How should I set the criteria on the Activity Date field?

 

please advice.
5 answers
  1. Jeff Susich (Wycado LLC)
    Oct 5, 2012, 8:40 PM
    There are no doubt more elegant ways, but this will work.

     

    Create a formula number field. Call it "New Field", 0 decimal places.

     

    Activity_Date__c  - TODAY()

     

    When this evaluates to "30", trigger the rule. So your workflow rule says "when New Field = 30", fire away.
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