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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

Andy Selby Answered

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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

Andy Selby 0 votes
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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

Andy Selby 0 votes
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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.

Josh Santos 0 votes