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How to trigger a workflow based on a custom date field
Résolue
Hi - you should be able to use your date field on the Contact record as an enrollment criteria for your workflow. Automatically enroll contacts when "date" is less than 14 days from now - you can set those parameters when you choose a contact property that is a date type.
How to trigger a workflow based on a custom date field
Résolue
Hi - you should be able to use your date field on the Contact record as an enrollment criteria for your workflow. Automatically enroll contacts when "date" is less than 14 days from now - you can set those parameters when you choose a contact property that is a date type.