How to cancel an email scheduled by workflows?

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  • FredFredrickson
    Junior Member
    • Nov 2016
    • 13

    How to cancel an email scheduled by workflows?

    I have a workflow that automatically sends an email to a contact 7 days after their email address is updated, and then another 14 days after. This works just fine, but the next question is, if I need to stop the workflow that has already triggered... how can I cancel those emails midway? Such as on day 4, after the workflow triggered but before the scheduled emails trigger.

    I would like to do so without deleting the workflow, since I'll be using it on a lot of contacts.
  • yuri
    Member
    • Mar 2014
    • 8442

    #2
    Administration > Scheduled Jobs > dropdown in top-right corner > Jobs.

    There you can find the job that needed to be deleted. Bit tricky.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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    • yuri
      Member
      • Mar 2014
      • 8442

      #3
      Method: sendEmail
      Service: Workflow
      If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

      Comment

      • FredFredrickson
        Junior Member
        • Nov 2016
        • 13

        #4
        Originally posted by yurikuzn
        Method: sendEmail
        Service: Workflow
        Is there a way to automatically remove jobs through a workflow?

        We're making a follow-up loop of contact for customers, but I want to be able to cancel a follow up loop if it's changed.

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        • FredFredrickson
          Junior Member
          • Nov 2016
          • 13

          #5
          Perhaps something like a Service Action that deletes all Jobs labelled "Workflow" with Contact: First-Last.

          Comment

          • yuri
            Member
            • Mar 2014
            • 8442

            #6
            You can run sequential workflow instead of Send Email. That workflow will re-check specific criteria and then run Send Email if they are met.
            If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

            Comment

            • FredFredrickson
              Junior Member
              • Nov 2016
              • 13

              #7
              Originally posted by yurikuzn
              You can run sequential workflow instead of Send Email. That workflow will re-check specific criteria and then run Send Email if they are met.
              Thanks. I will have to do that. It makes it a little messier but it will get the job done. Thanks again.

              Comment

              • yuri
                Member
                • Mar 2014
                • 8442

                #8
                You also can use 'Is Changed' condition in the sequential workflow to check whether field has been changed since the parent workflow was triggered.
                If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

                Comment

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