Hi,

I would like to create a task 2 weeks prior an anniversary date. Let's say 
our customer anniversary date is 2001-12-31, how could I create a workflow so 
Dec. 15 I will get a reminder?

Thanks,

Val

I need to specify that my account are already created.

"Val" wrote:

> Hi,
> 
> I would like to create a task 2 weeks prior an anniversary date. Let's say 
> our customer anniversary date is 2001-12-31, how could I create a workflow so 
> Dec. 15 I will get a reminder?
> 
> Thanks,
> 
> Val

Val,

You can insert a wait for timer condition to your workflow and set the timer 
to wait for 14 days before the account's createdon date.


-- 
Richard Riddle
CRM Developer
Autonomix


"Val" wrote:

> Hi,
> 
> I would like to create a task 2 weeks prior an anniversary date. Let's say 
> our customer anniversary date is 2001-12-31, how could I create a workflow so 
> Dec. 15 I will get a reminder?
> 
> Thanks,
> 
> Val

Thanks, but why isn't working on already created account?

"Richard Riddle" wrote:

> Val,
> 
> You can insert a wait for timer condition to your workflow and set the timer 
> to wait for 14 days before the account's createdon date.
> 
> 
> -- 
> Richard Riddle
> CRM Developer
> Autonomix
> 
> 
> "Val" wrote:
> 
> > Hi,
> > 
> > I would like to create a task 2 weeks prior an anniversary date. Let's say 
> > our customer anniversary date is 2001-12-31, how could I create a workflow so 
> > Dec. 15 I will get a reminder?
> > 
> > Thanks,
> > 
> > Val

Val,

Does the workflow monitor show the rule as paused or active, or does the 
workflow monitor show the rule failed?


-- 
Richard Riddle
CRM Developer
Autonomix


"Val" wrote:

> Thanks, but why isn't working on already created account?
> 
> "Richard Riddle" wrote:
> 
> > Val,
> > 
> > You can insert a wait for timer condition to your workflow and set the timer 
> > to wait for 14 days before the account's createdon date.
> > 
> > 
> > -- 
> > Richard Riddle
> > CRM Developer
> > Autonomix
> > 
> > 
> > "Val" wrote:
> > 
> > > Hi,
> > > 
> > > I would like to create a task 2 weeks prior an anniversary date. Let's say 
> > > our customer anniversary date is 2001-12-31, how could I create a workflow so 
> > > Dec. 15 I will get a reminder?
> > > 
> > > Thanks,
> > > 
> > > Val

Val,

A few things:

If you created the Workflow rule as a "Create" rule, this will only apply to 
new Accounts. If this is the case, you will need to re-create the Rule as a 
"Manual" workflow rule, and apply it in bulk to all of your existing Accounts 
(you can use the "Active Account" grid view, or an Advanced Find view, select 
all records the page and select "More Actions" --> "Apply Rule" from the grid 
view toolbar.

Also, since your Aniversary date will change each year, you will need to 
Dynamically update your Aniversary DateTime Field at the end of your Workflow 
rule (to ensure that this field is always up to date and current).

Next, you will need to create a Loop (which is not recommended) so that this 
WF repeats itself each year. Otherwise, the workflow will run fine for the 
first anniversary, but not subsequent anniversaries... I have done this 
before with Opportunities and Contracts and it can get a little tricky, let 
me know if you need further assistence with this.

The other thing to keep in mind is that if you have over 1,000 Active 
Accounts, you will have 1,000 workflow rules in a consisently running status. 
This may lead to Workflow performance issues...

"Val" wrote:

> Thanks, but why isn't working on already created account?
> 
> "Richard Riddle" wrote:
> 
> > Val,
> > 
> > You can insert a wait for timer condition to your workflow and set the timer 
> > to wait for 14 days before the account's createdon date.
> > 
> > 
> > -- 
> > Richard Riddle
> > CRM Developer
> > Autonomix
> > 
> > 
> > "Val" wrote:
> > 
> > > Hi,
> > > 
> > > I would like to create a task 2 weeks prior an anniversary date. Let's say 
> > > our customer anniversary date is 2001-12-31, how could I create a workflow so 
> > > Dec. 15 I will get a reminder?
> > > 
> > > Thanks,
> > > 
> > > Val

Thanks for the explanation. That's what I thought. Well, then I've tried to 
do it with a manual WF in my VPC and I used the Contact Birthday field. The 
birthday is, for example, 31/01/1990, if I say wait 30 days before Birthday 
and create a task, and then apply the rule. The activity appear now, but it's 
not supposed right? I want it to appear on Jan. 1st. Do we need to set the 
birthday on 30/01/2008 and update the field every day?

Thanks a lot!

"MD" wrote:

> Val,
> 
> A few things:
> 
> If you created the Workflow rule as a "Create" rule, this will only apply to 
> new Accounts. If this is the case, you will need to re-create the Rule as a 
> "Manual" workflow rule, and apply it in bulk to all of your existing Accounts 
> (you can use the "Active Account" grid view, or an Advanced Find view, select 
> all records the page and select "More Actions" --> "Apply Rule" from the grid 
> view toolbar.
> 
> Also, since your Aniversary date will change each year, you will need to 
> Dynamically update your Aniversary DateTime Field at the end of your Workflow 
> rule (to ensure that this field is always up to date and current).
> 
> Next, you will need to create a Loop (which is not recommended) so that this 
> WF repeats itself each year. Otherwise, the workflow will run fine for the 
> first anniversary, but not subsequent anniversaries... I have done this 
> before with Opportunities and Contracts and it can get a little tricky, let 
> me know if you need further assistence with this.
> 
> The other thing to keep in mind is that if you have over 1,000 Active 
> Accounts, you will have 1,000 workflow rules in a consisently running status. 
> This may lead to Workflow performance issues...
> 
> "Val" wrote:
> 
> > Thanks, but why isn't working on already created account?
> > 
> > "Richard Riddle" wrote:
> > 
> > > Val,
> > > 
> > > You can insert a wait for timer condition to your workflow and set the timer 
> > > to wait for 14 days before the account's createdon date.
> > > 
> > > 
> > > -- 
> > > Richard Riddle
> > > CRM Developer
> > > Autonomix
> > > 
> > > 
> > > "Val" wrote:
> > > 
> > > > Hi,
> > > > 
> > > > I would like to create a task 2 weeks prior an anniversary date. Let's say 
> > > > our customer anniversary date is 2001-12-31, how could I create a workflow so 
> > > > Dec. 15 I will get a reminder?
> > > > 
> > > > Thanks,
> > > > 
> > > > Val

Yes, you should have a field called New_BDay, and then have the WF update 
this field each year as a part of your rule, that way you don't have to keep 
updating it all the time, it'll happen automatically...

--MD

"Val" wrote:

> Thanks for the explanation. That's what I thought. Well, then I've tried to 
> do it with a manual WF in my VPC and I used the Contact Birthday field. The 
> birthday is, for example, 31/01/1990, if I say wait 30 days before Birthday 
> and create a task, and then apply the rule. The activity appear now, but it's 
> not supposed right? I want it to appear on Jan. 1st. Do we need to set the 
> birthday on 30/01/2008 and update the field every day?
> 
> Thanks a lot!
> 
> "MD" wrote:
> 
> > Val,
> > 
> > A few things:
> > 
> > If you created the Workflow rule as a "Create" rule, this will only apply to 
> > new Accounts. If this is the case, you will need to re-create the Rule as a 
> > "Manual" workflow rule, and apply it in bulk to all of your existing Accounts 
> > (you can use the "Active Account" grid view, or an Advanced Find view, select 
> > all records the page and select "More Actions" --> "Apply Rule" from the grid 
> > view toolbar.
> > 
> > Also, since your Aniversary date will change each year, you will need to 
> > Dynamically update your Aniversary DateTime Field at the end of your Workflow 
> > rule (to ensure that this field is always up to date and current).
> > 
> > Next, you will need to create a Loop (which is not recommended) so that this 
> > WF repeats itself each year. Otherwise, the workflow will run fine for the 
> > first anniversary, but not subsequent anniversaries... I have done this 
> > before with Opportunities and Contracts and it can get a little tricky, let 
> > me know if you need further assistence with this.
> > 
> > The other thing to keep in mind is that if you have over 1,000 Active 
> > Accounts, you will have 1,000 workflow rules in a consisently running status. 
> > This may lead to Workflow performance issues...
> > 
> > "Val" wrote:
> > 
> > > Thanks, but why isn't working on already created account?
> > > 
> > > "Richard Riddle" wrote:
> > > 
> > > > Val,
> > > > 
> > > > You can insert a wait for timer condition to your workflow and set the timer 
> > > > to wait for 14 days before the account's createdon date.
> > > > 
> > > > 
> > > > -- 
> > > > Richard Riddle
> > > > CRM Developer
> > > > Autonomix
> > > > 
> > > > 
> > > > "Val" wrote:
> > > > 
> > > > > Hi,
> > > > > 
> > > > > I would like to create a task 2 weeks prior an anniversary date. Let's say 
> > > > > our customer anniversary date is 2001-12-31, how could I create a workflow so 
> > > > > Dec. 15 I will get a reminder?
> > > > > 
> > > > > Thanks,
> > > > > 
> > > > > Val