JJPCIT
Technical User
- Mar 10, 2008
- 1
Hi There,
I've created a custom entity in CRM. I need to create a workflow rule that looks at a date attribute within the entity, I need it to email a reminder a month before the set date.
Firstly I can't see the custom entity within the workflow manager and secondly I'm not sure how to create the rule.
I've added custom date attributes to the 'business' entity to try it out, but couldn't see how to specify the 'wait for timer' to look at the custom date attribute.
Any help would be appreciated!
I've created a custom entity in CRM. I need to create a workflow rule that looks at a date attribute within the entity, I need it to email a reminder a month before the set date.
Firstly I can't see the custom entity within the workflow manager and secondly I'm not sure how to create the rule.
I've added custom date attributes to the 'business' entity to try it out, but couldn't see how to specify the 'wait for timer' to look at the custom date attribute.
Any help would be appreciated!