HOW TO SEND Workflow WHEN Email Expected Closed Date Past 1 Day

This request has come up again. I am on the latest version of on premise. Can anyone help?

I am trying to create a workflow and/or (business process author) for new and updated opps. where I need to send an email if the opportunity expected close date is past 1 day.

SO IF TODAY > opportunity expected close date SEND EMAIL.

Small issue; how do I handle if the user changes the original expected close date to another value?

Can this be done?

Thanks

Does anyone have a possible solution for this, it does not have to be with the new BPM. I can also implement with the old workflow but as long as there is a solution.

Thanks

Parents

0 Yury Voloshin over 5 years ago

I solved this problem by setting up a SugarBPM process with a feedback loop (see image). The process sends an email when the closed date has passed for an open opportunity, waits one day, and then the Gateway checks the Expected Close Date and the Sales Stage. If the Expected Close Date has not been changed to a future date, and if the Sales Stage has not been set to Closed, then another email is sent. This happens once per day until either the Expected Closed Date is set to a future date or the opportunity is closed. Hopefully this will help.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Mirco Marcigaglia over 3 years ago in reply to Yury Voloshin

Hi Yuri Haywood, do you still have the BPM scheme you created? Thank you, Mirco

Mirco Marcigaglia

Presales Consultant & Process Innovation
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Reply

0 Mirco Marcigaglia over 3 years ago in reply to Yury Voloshin

Hi Yuri Haywood, do you still have the BPM scheme you created? Thank you, Mirco

Mirco Marcigaglia

Presales Consultant & Process Innovation
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Children

No Data