Automated Email: Renew license approaching expiry date by 2 months

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Forum Post: Change the Filter On option on Opportunity Associated View for Account form


Hi 

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. 

Any ideas? 



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