Scenario: Patricia wants to send email reminders to customers every 7 days after raising a quote. To do this, she creates multiple workflow rules that will trigger an email alert every 7 days after the quote date, until the status of the quote changes. If the status of the quote changes, the consequent workflow rules will not be triggered.
To do this:
Similarly, create multiple workflow rules with the Date of Execution set as 14 Days after Quote Date, 21 days after the Date and so on for the required duration. These workflow rules will trigger an email alert every 7 days after the quote date until the status of the quote changes. If the status of the quote changes, the second and the subsequent workflow rules will not be triggered as per the criteria.
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