Before create a SCTASK Account Expirey date and Current date should be match

thanuja thanuja
Tera Contributor

Hi Team,

Question: Before create a SCTASK Account Expire date and Current date should be match

Description : In user table we have account expiry date for the users

we have created one field Account Extension - Yes/No

If yes or No based on selection Task has been created to respected group

we are creating task for Account extending or Termination 

So, here I need a help for task creation for termination Task. If user selects Account extension is No then Termination Task has been created. But before creating task there we need to check Account Expires date and current date should be match. (Using flow designer for task creating)

Can you help me for the Thanks in advance.

 

Thanks,

Thanuja

 

2 REPLIES 2

Akash4
Kilo Sage
Kilo Sage

Hi Thanuja,

You may edit the steps in the Flow designer:

1. IF > Account Extension” field is No AND “Account Expiry Date” = TODAY

2. Then Action > Create Catalog Task (Account Termination)

 

Regards, Akash
If my response proves useful, please mark it "Accept as Solution" and "Helpful". This action benefits both the community and me.

thanuja thanuja
Tera Contributor

Hi Akash,

IF current date and expiry date is not same then it should be wait until the date matches later Task need to create