How to cancel an email scheduled by workflows?

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • FredFredrickson
    Junior Member
    • Nov 2016
    • 13

    #1

    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
    EspoCRM product developer
    • Mar 2014
    • 9616

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

    There you can find the job that needed to be deleted. Bit tricky.

    Comment

    • yuri
      EspoCRM product developer
      • Mar 2014
      • 9616

      #3
      Method: sendEmail
      Service: Workflow

      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.

        Comment

        • 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
            EspoCRM product developer
            • Mar 2014
            • 9616

            #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.

            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
                EspoCRM product developer
                • Mar 2014
                • 9616

                #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.

                Comment

                Working...