Condition option need in Scheduled

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  • rahul89
    Member
    • Jul 2017
    • 96

    Condition option need in Scheduled

    i need Condition option in Scheduled workflow..please help.
  • peterberlin
    Active Community Member
    • Mar 2015
    • 1004

    #2
    You must ask the specific question. This video is helpful:
    How can one automate business processes using a CRM system? In this video tutorial: Discover how to create workflows, define their target entities, add or change trigger types and scheduling, set conditions and actions.

    peter

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    • rahul89
      Member
      • Jul 2017
      • 96

      #3
      i saw the video but i need condition option when trigger type scheduled.

      Comment

      • rahul89
        Member
        • Jul 2017
        • 96

        #4
        i have a custom field in quote due date and i want to schedule it based on this due date.

        Comment

        • tanya
          Senior Member
          • Jun 2014
          • 4308

          #5
          add in targer report the condition based on due date

          Comment

          • rahul89
            Member
            • Jul 2017
            • 96

            #6
            but tanya i need condition option in scheduled trigger type.

            Comment

            • tanya
              Senior Member
              • Jun 2014
              • 4308

              #7
              you can run this workflow even each minute, but if in report there are no records, nothing happen.

              Comment

              • rahul89
                Member
                • Jul 2017
                • 96

                #8
                you don't understand i need condition option in scheduled trigger type.like after record saved there is a condition and action option.but in scheduled there only action option.

                Comment

                • yuri
                  Member
                  • Mar 2014
                  • 8440

                  #9
                  There is no conditions. Use a report instead of conditions or use action 'Trigger another workflow rule' that will run a sequential workflow that can have conditions.
                  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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