Customer Engagement & Dynamics CRM Forum

I have a workflow that sends an email to customers when a Case is closed inviting them to take part in a Voice of Customer survey. Occasionally we close an old Case that triggers this email, which causes confusion for the customer. I need to add a check condition to the workflow that only allows it to trigger if the elapsed time between the Created On date is in the last 14 days. Can someone tell me if this Check Condition will accomplish this, or if I need to do something different:

Case --> Modified On --> Is Less Than or Equal To --> Case-{14 Days After Created On}

Thanks!

------------------------------
Nancy Peterson
Senior Business Analyst
Pitsco Education
Pittsburg KS
------------------------------

Nancy,
That should resolve your issue. I don't think you need anything extra.

------------------------------
Andrew Butenko
------------------------------

Original Message:
Sent: 01-21-2019 10:30 PM
From: Nancy Peterson
Subject: Workflow Help - Time Consideration

I have a workflow that sends an email to customers when a Case is closed inviting them to take part in a Voice of Customer survey. Occasionally we close an old Case that triggers this email, which causes confusion for the customer. I need to add a check condition to the workflow that only allows it to trigger if the elapsed time between the Created On date is in the last 14 days. Can someone tell me if this Check Condition will accomplish this, or if I need to do something different:

Case --> Modified On --> Is Less Than or Equal To --> Case-{14 Days After Created On}

Thanks!

------------------------------
Nancy Peterson
Senior Business Analyst
Pitsco Education
Pittsburg KS
------------------------------

Thanks, @Andrii Butenko. It's always nice to have someone confirm the logic!​

------------------------------
Nancy Peterson
Senior Business Analyst
Pitsco Education
Pittsburg KS
------------------------------

Original Message:
Sent: 01-21-2019 11:42 PM
From: Andrew Butenko
Subject: Workflow Help - Time Consideration

Nancy,
That should resolve your issue. I don't think you need anything extra.

------------------------------
Andrew Butenko

Original Message:
Sent: 01-21-2019 10:30 PM
From: Nancy Peterson
Subject: Workflow Help - Time Consideration

I have a workflow that sends an email to customers when a Case is closed inviting them to take part in a Voice of Customer survey. Occasionally we close an old Case that triggers this email, which causes confusion for the customer. I need to add a check condition to the workflow that only allows it to trigger if the elapsed time between the Created On date is in the last 14 days. Can someone tell me if this Check Condition will accomplish this, or if I need to do something different:

Case --> Modified On --> Is Less Than or Equal To --> Case-{14 Days After Created On}

Thanks!

------------------------------
Nancy Peterson
Senior Business Analyst
Pitsco Education
Pittsburg KS
------------------------------

Is there a way to write this to compare the Created On date for the Case to today's date? I thought we had this fixed, but customer service was cleaning up some inactive cases today and it started triggering VOC emails, even though the Case was closed more than 14 days after it was created.

------------------------------
Nancy Peterson
Senior Business Analyst
Pitsco Education
Pittsburg KS
------------------------------

Original Message:
Sent: Jan 22, 2019 08:25 AM
From: Nancy Peterson
Subject: Workflow Help - Time Consideration

Thanks, @Andrii Butenko. It's always nice to have someone confirm the logic!​

------------------------------
Nancy Peterson
Senior Business Analyst
Pitsco Education
Pittsburg KS

Original Message:
Sent: 01-21-2019 11:42 PM
From: Andrew Butenko
Subject: Workflow Help - Time Consideration

Nancy,
That should resolve your issue. I don't think you need anything extra.

------------------------------
Andrew Butenko

Original Message:
Sent: 01-21-2019 10:30 PM
From: Nancy Peterson
Subject: Workflow Help - Time Consideration

I have a workflow that sends an email to customers when a Case is closed inviting them to take part in a Voice of Customer survey. Occasionally we close an old Case that triggers this email, which causes confusion for the customer. I need to add a check condition to the workflow that only allows it to trigger if the elapsed time between the Created On date is in the last 14 days. Can someone tell me if this Check Condition will accomplish this, or if I need to do something different:

Case --> Modified On --> Is Less Than or Equal To --> Case-{14 Days After Created On}

Thanks!

------------------------------
Nancy Peterson
Senior Business Analyst
Pitsco Education
Pittsburg KS
------------------------------

You can use the process execution time in a workflow to compare a date against the executing time of the workflow - could be of use?  This is effectively today's date, or 'now'.




------------------------------
Andrew Bibby
Dynamics 365 Consultant & Project Advisor
Evesham, United Kingdom
------------------------------

Original Message:
Sent: May 14, 2019 01:33 PM
From: Nancy Peterson
Subject: Workflow Help - Time Consideration

Is there a way to write this to compare the Created On date for the Case to today's date? I thought we had this fixed, but customer service was cleaning up some inactive cases today and it started triggering VOC emails, even though the Case was closed more than 14 days after it was created.

------------------------------
Nancy Peterson
Senior Business Analyst
Pitsco Education
Pittsburg KS

Original Message:
Sent: Jan 22, 2019 08:25 AM
From: Nancy Peterson
Subject: Workflow Help - Time Consideration

Thanks, @Andrii Butenko. It's always nice to have someone confirm the logic!​

------------------------------
Nancy Peterson
Senior Business Analyst
Pitsco Education
Pittsburg KS

Original Message:
Sent: 01-21-2019 11:42 PM
From: Andrew Butenko
Subject: Workflow Help - Time Consideration

Nancy,
That should resolve your issue. I don't think you need anything extra.

------------------------------
Andrew Butenko

Original Message:
Sent: 01-21-2019 10:30 PM
From: Nancy Peterson
Subject: Workflow Help - Time Consideration

I have a workflow that sends an email to customers when a Case is closed inviting them to take part in a Voice of Customer survey. Occasionally we close an old Case that triggers this email, which causes confusion for the customer. I need to add a check condition to the workflow that only allows it to trigger if the elapsed time between the Created On date is in the last 14 days. Can someone tell me if this Check Condition will accomplish this, or if I need to do something different:

Case --> Modified On --> Is Less Than or Equal To --> Case-{14 Days After Created On}

Thanks!

------------------------------
Nancy Peterson
Senior Business Analyst
Pitsco Education
Pittsburg KS
------------------------------

That's what I was looking for. I've created the Check Condition as follows:
Thank you, @Andrew Bibby

​​

------------------------------
Nancy Peterson
Senior Business Analyst
Pitsco Education
Pittsburg KS
------------------------------

Original Message:
Sent: May 15, 2019 07:20 AM
From: Andrew Bibby
Subject: Workflow Help - Time Consideration

You can use the process execution time in a workflow to compare a date against the executing time of the workflow - could be of use?  This is effectively today's date, or 'now'.




------------------------------
Andrew Bibby
Dynamics 365 Consultant & Project Advisor
Evesham, United Kingdom

Original Message:
Sent: May 14, 2019 01:33 PM
From: Nancy Peterson
Subject: Workflow Help - Time Consideration

Is there a way to write this to compare the Created On date for the Case to today's date? I thought we had this fixed, but customer service was cleaning up some inactive cases today and it started triggering VOC emails, even though the Case was closed more than 14 days after it was created.

------------------------------
Nancy Peterson
Senior Business Analyst
Pitsco Education
Pittsburg KS

Original Message:
Sent: Jan 22, 2019 08:25 AM
From: Nancy Peterson
Subject: Workflow Help - Time Consideration

Thanks, @Andrii Butenko. It's always nice to have someone confirm the logic!​

------------------------------
Nancy Peterson
Senior Business Analyst
Pitsco Education
Pittsburg KS

Original Message:
Sent: 01-21-2019 11:42 PM
From: Andrew Butenko
Subject: Workflow Help - Time Consideration

Nancy,
That should resolve your issue. I don't think you need anything extra.

------------------------------
Andrew Butenko

Original Message:
Sent: 01-21-2019 10:30 PM
From: Nancy Peterson
Subject: Workflow Help - Time Consideration

I have a workflow that sends an email to customers when a Case is closed inviting them to take part in a Voice of Customer survey. Occasionally we close an old Case that triggers this email, which causes confusion for the customer. I need to add a check condition to the workflow that only allows it to trigger if the elapsed time between the Created On date is in the last 14 days. Can someone tell me if this Check Condition will accomplish this, or if I need to do something different:

Case --> Modified On --> Is Less Than or Equal To --> Case-{14 Days After Created On}

Thanks!

------------------------------
Nancy Peterson
Senior Business Analyst
Pitsco Education
Pittsburg KS
------------------------------