I know this is simple but I’m having a brain fart and I can’t remember how to do it.
I have a field on the data type “Contract” called “End Date” - a user could have multiple contracts associated with them.
I want to create a recurring workflow that triggers whenever any contract’s “end date” is less than 90 days from today.
Any help is appreciated!
Based on what action?
Sorry should have specified that it needs to happen automatically - once per day would be fine.
The idea is that the user specifies the various contract end dates, and then a task is automatically created 90 days before it ends.
So you just need to schedule the workflow to run 90 days before the contract end date.
Yeah - I just can’t work out how to do it.
I don’t know why, it should be easy.
Just use Contract End Date + days -90
Where do I put it? I’m trying to put it in an “only when” on a backend workflow but it’s not having it.
No, that won’t work… you need to put it as the scheduled date for the workflow.
Thanks Adam
