Hello,
I have a date field; "Last Contact BD Interaction". This field is kept updated by a custom function, triggered when people lodge a completed Task or Call against a contact. It is never manually updated.
I would like to use a Workflow Task to automatically create a "follow up X contact" task, 90 days after the "Last Contact BD Interaction". This should be assigned to the contact owner.
Workflow 1 (attached) is not working.
Does anyone have a suggestion as to the best way to go about this?