How to trigger the contract expiry notifications to account team members(Related list).
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12-13-2022 03:40 AM

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12-13-2022 05:48 AM
Hi @kalakaramad_20 ,
For the latest information on this topic, see Condition Check Definitions.
These are fired from the "Contract: Run Condition Checks" Scheduled Job (sys_trigger).
This will run daily. When run, it will trigger the "ConditionChecks" Script Include which will run the Condition Check Definitions found in the following Module:
Contract > Administration > Condition Check Definitions
(clm_condition_check)
If you click into the expiration Condition Check Definition, you will see Conditions in the Related List for Expired, Within 30 days, Within 60 days, and Within 90 days.
Each of these has "contract.expiration" for the Event Name.
Once triggered, the "Contract Threshold breached" Notification can fire.
You should run a scheduled job on daily basis to check if there are any records matching your criteria and log events accordingly after registering them (the events, 1 for each condition). And then you should create 3 notifications, in the When to send tab select the name of the event (you can find a field to select an event in the notification form's advanced view).
You can find similar functionality in the below two posts
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02-03-2025 02:41 AM
Is it the same Job that is now called "Contract Compliance Checks" ?
I searched for a Job called "Contract: Run Condition Checks" but only found the Compliance Checks Job.