Could anyone please help me with what condition/formula I need to state that if today=(custom date field) then send email on a workflow please? 🙂
v
VR46
12/18/2019, 9:28 AM
I think you would just need a condition on the State in the workflow itself to trigger that State if {custom date field} = TODAY?
VR46
12/18/2019, 9:31 AM
You may want to look into running this workflow on a schedule, on a daily basis lets say, so that it checks everyday if {custom date field} is today, then if yes, trigger it.
e
EB
12/18/2019, 9:33 AM
Great idea thank you I have been stuck on this for a while even though I know it will be a really simple solution. I will give that a go now and let you know thanks for the help 🙂