I put the “only when” condition on the API because if I did the “only when” condition on the page element then condition wouldn’t be met at that time. In order to trigger the page element the user has to hit a submit button then that sets up the API to send in X days.
So, I put the “only when” condition on the API because there could be a few day delay from when the user accepts the bid and when the API was originally set up. Does that make sense or should I move it to the page element??
I don’t know what you mean here. Could you clarify? “The logic might be improved by cancelling the schedule if the reminder is no longer needed.”
Here is the page element where I didn’t put the “only when”
I appreciate your help but still can’t make it work. Is there any chance you can go in there and check it out/change whatever I’m doing wrong?
Here is Step 1. The user adding a project, so I am sending the initial email (this is working) & then I’m setting up the next step which is the reminder (not working).
Here is the next part where the user is confirming (by hitting a “yes” button) and then I need to cancel the AP we set up above which isn’t working. I don’t see any choices to cancel that API.
Typically you’d want to cancel a scheduled workflow when the conditions for it are no longer valid, which might be the next day, so you’d need to save the scheduled id in the database in a place that relates to its conditions … in your case, the project record (thing).
Then either:
A workflow runs which invalidates the need for the schedule, so that’s a good time to cancel it.
Or the schedule activates, and its condition is checked.