I've read a bunch of posts about calculating date differences, but they want a date field or at least consistent data types which I can understand. I actually made some date fields and I can calculate the number of days before the renewal using these new date fields, but I am not sure how to handle the year change. The account will keep the same month/day year after year, but I don't understand how to do that calculation using a date field without incrementing the year some how.
Once I get that figured out, I'll need to trigger an email at the 75 day mark which I'm guessing that someone has already figured out.
Any suggestions on how I could handle this elegantly? I am a bit of a beginner so please include detail if possible. Thanks in advance.
George
6 个回答
Thanks for the answers. I believe I will be able to create the time based workflow, but I don't think either of the answers addresses the recurring renewal each year on 8/15. For instance, if I create a date field and populate the renewal as 08/15/2018, the workflow will trigger the email on 6/1/2018. At that point, the renewal date field is still showing 08/15/2018. So, when 6/1/2019 comes along, my customer will not get an email because the renewal date is almost a year old. IMO it has to only consider the month and the date otherwise my customer will have to change the renewal date for each record, each year, which would be a pain.
