Hi all, I’ve had a problem for a while now where I needed to run workflows based on dates, in case it helps anyone I’ve found a way, albeit, a touch amateur and messy . If you know of a better solution please do let me know.
In my scenario I want to check if a task is due today and alert the record owner.
I created a new formula field in the task table as below.
IF(DateDue = TODAY(), “yes”)
Then created a workflow to watch this field for an update, theoretically, if the DueDate is today it fires an email off with the details.
Edit Spoke to soon. If a task is created today for a due date 10th March (or any date), it inserts ‘False’ into the field and sends the email Anyone know how to not have that formula only update if DueDate is today. So close and still miles off