From time to time a question comes up in the newsgroups how to create a workflow rule that follows some recurrent pattern. For example, just yesterday surfbluedog (not her real name) asked:
The rule needs to wait for a 6 week period from the oncreate date. This sounds pretty simple. Well during this 6 week period, 2 messages (activities) need to be sent out...
... the messages need to be sent out twice daily throughout the 6 week period.
As a word is worth 1/1000th of a picture, I've decided to create an illustrated guide on how to complete the challenge. In this example we are going to create a rule for account entity that, after an account is created, will send a message on a daily basis until the deadline.
First of all, workflow in Microsoft CRM 3 does not have a concept of looping flow control statements in any shape or form. To create a recurrent pattern we need to use a manual rule that calls itself as the last step of execution (with some conditions, of course, to stop it from looping indefinitely). More...
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