I need help ive set up a workflow process to send an email to our quotes mailbox
What I need it do to:
- 2 Months before the set date in Expiry Date field within the Entity ‘Anti-Virus’ – I would like it to send an email to our quotes mailbox with the information I need.
At the moment: Its only working when a record is created or if I have it on Record fields changed and select expiry date, it will only send it when that field has been changed.
I need to to run regardless of any changes or creation – too read the data in the background and when it finds it sends an email to our Admin Team.