Help with annual interview reminders

[abidoss]

Hello,

I would like to set up a reminder for annual interviews in EspoCRM. I have recorded the entry date in a date field. I want to use the Advanced Pack workflow to check daily if today's day and month match the entry date, but trigger the reminder 10 days in advance.

I tried the following condition, but it returns the next month instead:

MONTH
dateEntre
Equals
datetime\month(datetime\addMonths(datetime\now(), 1))

[victor]

abidoss,

The similar solution https://www.espocrm.com/blog/birthda...ns-in-espocrm/.

In List Report add "Next X Days" filter.

[abidoss]

Hello,
I would like, for example, an entry to be created in an entity when the date is almost 10 days away. This entry should include the username, the entry date, and a comment field. How can I do this?

[victor]

You already have the condition for List Report. And the Action of your Workflow will be "Create Record" or "Create Related Record". This is absolutely basic functionality in Workflow, if of course you have the Advanced Pack extension.