The formula would be $DueDate - Days(3) = Today()
Comment actions
Post
Follow
Email notification 3 days before cade due date
Hi , can anyone provide the evaluation criteria formula to send an email to assigned resource and PM 3 days before a case due date
Please sign in to leave a comment.
6 comments
Date
Votes
Hi Josh, thats great, cheers. One more question I want to send the email to the projects project manager, where do I go to select this actual resource ? I have clicked on TO and then did a project manager search in the Roles area but I get an error stating
'$Projects.ProjectManager' is not a valid email, user or group name.
Appreciate your assistance with this
Comment actions
You would set this on the action:
Comment actions
Hi Josh, I have set this up and enabled it to heck for cases with date - 3 dates and to email me, I have not received anything today even though iI have set up cases with dates that would fit the criteria, is there a way to test the workflow end to end ?
Andy
Comment actions
Hmm, can you post a screenshot of your rule (hiding any confidential info). Cases do not have a PM, the rule might not be setup on the right object.
Comment actions
Hi all, I tried implementing the same (just with 14 days) , but I get an Error: Invalid field name: 'DueDate'. Any idea why? Regards Frederik
Comment actions