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I am trying to set up a workflow that automatically sends an email to follow up on sales quotes. The criteria I want to apply is that one week has passed since the quote was sent without the users responding to the quote or contacting us via email otherwise.
What I am struggling with is finding a suitable filter to include users who have not been in touch with us during the last 7 days.
On which property should I filter to include only unresponsive users?
Create an automated action to created next activity and add you can add your filter apply inside it through the following example
python:
follow_up_days = 7
date_threshold = datetime.now() - timedelta(days=follow_up_days)
quotations = self.search([('state', '=', 'quotation'), ('date_order', '<=', date_threshold)])
for quotation in quotations:
# Implement your logic to send the follow-up email here
return True
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Looking into the same issue. Did you get any feedback on this? Any suggestions from the forum on where to look?
I am actually having a meeting with our agency about this issue next week. I will make a note to follow up here if there is an easy fix.