Hello,

I need to create a workflow that send mail to warn the adressee that he must follow up a client.

So I've made a workflow that start when a quotation is created. In this workflow, I have a delay activity (5 days) after this delay an email is send to the sale service to follow up the customer and the date of the day is save in a field. When the customer answer, then the sale service change the quotation status from "open" to "closed" if the customer is not ok or "Sign" if the customer is ok

The problem is that if in the next 5 days the quotation status is still the same, I should have a second mail to warn the sale service again and then restart the delay. On the 3rd time, workflow should automatically change the quotation status to "closed".

At the beginning I thought to execute the workflow until the first mail is send, then wait 5 days and then restart the workflow, but like I said it is started when the cotation is created and I don't think that it is possible to make a starting condition that will wait 5 days to restart the workflow again, am I right ?

So the only solution that I see is to make a condition that will reset the workflow at the beginning to send the other mail but it means that I will have a lot of instance of the same workflow and some of them that will run for 10 days or more.

Can someone please give me advices to do it the best way possible ?

Regards.