You need insert a condition of
1)'Wait for timer'
2)The 'Time based wait' window will open, select the duration of time that you wish to wait 3)Select the 'Before' option (selecting this option will unlock the fields at the bottom of the form) 4)Check the 'Reevaluate expression when field is updated'
5)Select the entity that you are evaluating the rule on 6)Select the field that you are evaluating the rule on
Example:
You want to have an e-mail notification that a contract is going to expire 3 months prior to expiration
1)Open the CRM Workflow manager
2)Create a new rule 'On create' for the Contract entity 3)The first line reads 'When contract is created'
4)Click insert condition and select wait for timer 5)Set the 1st drop down to '3' to wait for 3 months 6)Select the 'Before' option 7)Check 'Reevaluate expression when field is updated'
8)Select 'Contract' as the entity
9)Select 'Expiration Date' as the field
10)Click OK
11)Click 'Insert Action' and select 'Send e-mail'
12)Do not select a template for this example 13)Make the To:Owner and CC:Owner's Manager 14)Put the logical account name in the subject field by clicking the add field icon at the far right of the subject line 15)Should look something like this in the subject {!Account:Account Name;Customer...}'s contract is going to expire in 3 months 16)Click 'Create e-mail'
17)Click 'Save'
18)Highlight the rule and click 'Activate'
