To Trigger Recurring Notifications in Opportunities in C4 Using Workflows

[former_member950368]

Hello All,

I have a requirement where if my opportunity sales phase and certain dates if they both are not in sync then we need to trigger recurring notifications after every 7 days to the user.

My question is that the first notification can get triggered based on the workflow rule and the time I set in the workflow rule, however if the user does not act on the opportunity, can the same notification again be triggered after every 7 days, if the sales phases and the date are not in sync for example.

Once the user sets the date and the sales phase in sync yes the notification will stop, but without any action from the user by changing the sales phase and dates in opportunity can the recurring notifications be sent if yes please advice how it can be achieved functionally or technically help would be required here.

Kind Regards

Atul

[Gayatri_Bagde]

Hi Atul,

You can use a combination of scheduled workflow and sdk enhancement to achieve the requirement.

1. Create KUT /sdk Date field (lets say name of the field is sendnotifDate) which will be used to trigger the workflow.

2. Create a scheduled workflow to trigger a notification based on Date field created above. (This field you will have to specify in the step 1 of workflow)

3. Write a sdk logic on opportunity beforesave event to calculate the value for the date field. High level Algorithm for sdk logic would like as below

If (sendnotifDate <= currentsystemdate or sendnotifDate is initial and your desired condition related to stage and dates is not satisfied)

{ SendNotifDate = currentsystemdate +7 }

Thanks,

Gayatri