Send notification on pre-defined date

Question

Hi All,
I have a simple requirement which seems a bit difficult to achieve in CRM On Demand. I need the system to send out a notification on a (predefined) date with the warning that a contract is to expire soon. However when the contract is extended in the mean time there is no need to send out the notification anymore. Instead in case the contract is extended a notification should be set at the new date. Anyone knows how to achieve this?
The problem is that when you use a wait action to wait for the notification date it doesn't check whether that date has been changed in the mean time but just continues at the date determined at the time the WF was triggered.
Thanks in advance for your help.
Regards, Tim

Answer 1

Make the predefined date field a required field. Let's call it Defined_Date
Workflow 1
Record Type: Contract
Event: When new record saved
Condition: ([<IndexedBoolean0>] IS NULL OR [<IndexedBoolean0>] = "N")
Note: IndexedBoolean0 is the field named Indexed Checkbox in the list of fields
Workflow 1 - Actions
1. Action = Wait
Date Time Expression = [<Defined_Date>]
Reevaluate Rule Conditions After Wait = Y
Workflow 2
Record Type: Contract
Event: When new record saved
Condition: ToChar([<Defined_Date>], "MM/DD/YYYY") = ToChar(Today(), "MM/DD/YYYY") AND ([<IndexedBoolean0>] IS NULL OR [<IndexedBoolean0>] = "N")
Workflow 2 - Actions
1. Action = Wait
Period: 0 Minutes
Reevaluate Rule Conditions After Wait = N
2. Action = Field Update After Wait
Field Name = Indexed Checkbox
Value = "Y"
Overwrite Existing Values = Y
3. Action = Email
Configure the email action as needed
Workflow 3
Record Type: Contract
Event: When modified record saved
Condition: ToChar([<Defined_Date>], "MM/DD/YYYY") = ToChar(Today(), "MM/DD/YYYY") AND ([<IndexedBoolean0>] IS NULL OR [<IndexedBoolean0>] = "N")
Workflow 3 - Actions
1. Action = Wait
Date Time Expression = [<Defined_Date>]
Reevaluate Rule Conditions After Wait = Y
2. Action = Field Update After Wait
Field Name = Indexed Checkbox
Value = "Y"
Overwrite Existing Values = Y
3. Action = Email
Configure the email action (exactly the same as previous email action)