{"id":392,"date":"2010-11-16T00:38:29","date_gmt":"2010-11-16T00:38:29","guid":{"rendered":"http:\/\/mahenderpal.wordpress.com\/?p=392"},"modified":"2010-11-16T00:38:29","modified_gmt":"2010-11-16T00:38:29","slug":"close-activity-based-on-due-date-using-workflow","status":"publish","type":"post","link":"https:\/\/himbap.com\/blog\/?p=392","title":{"rendered":"Close Activity based on Due Date using workflow"},"content":{"rendered":"
\ufeff<\/div>\n
\u00a0<\/span><\/div>\n

<\/p>\n

I got one requirement from my client where we need to complete Email activity based on it\u2019s Due date. so I have to check if current date is equal to email\u2019s due date then close email activity. So I created a workflow to implement this. Here are the steps to create workflow <\/span><\/p>\n

1.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span><\/span><\/span>Create new workflow select Entity as Email, Give some name to workflow like \u201cClose Email\u201d, Select new Blank workflow.<\/span><\/p>\n

2.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span><\/span><\/span>Select Run when record is created.<\/span><\/p>\n

3.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span><\/span><\/span>Select \u201cWait Condition\u201d<\/span><\/p>\n

\u00a0<\/p>\n

<\/span><\/p>\n

Timeout until Email:Due Date<\/span><\/p>\n

\"\"<\/a><\/span><\/p>\n

5.<\/span>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span><\/span><\/span>Select Row under and add new step \u201cChange record status\u201d and set email status as completed.<\/span><\/span><\/p>\n

6.<\/span>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span><\/span><\/span>It should look like as below.<\/span><\/span><\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \"\"<\/a><\/p>\n

\u00a0<\/span><\/div>\n

<\/p>\n

7.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span><\/span><\/span>Publish your workflow and create Email record and set due date. workflow will close email activity based on it\u2019s due date.<\/span><\/p>\n

\u00a0<\/p>\n

<\/span><\/p>\n

Cheer !!!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

\ufeff \u00a0 I got one requirement from my client where we need to complete Email activity based on it\u2019s Due date. so I have to check if current date is equal to email\u2019s due date then close email activity. So I created a workflow to implement this. Here are the steps to create workflow 1.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Create new workflow select Entity… Read more »<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[10,20],"tags":[],"_links":{"self":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/392"}],"collection":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=392"}],"version-history":[{"count":0,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/392\/revisions"}],"wp:attachment":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=392"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=392"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=392"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}