notification every specific month

leviii
Tera Contributor

The table is cmdb_ci_computer and the table column name is End of lifecycle in and technical name is u_5_years_in

  • User receives an email notification about the upcoming end of lifecycle for every piece of equipment they are assigned to.
  • All notifications needs to be sent to "Assigned to"
  • Notification 1st and 4th - to be sent to manager of “Assigned to”
  • VIP (8+) should be excluded from notification receivers list.
  • There are 4 notifications in total being sent out to the assigned to person.
    --> 1st notification: "End of lifecycle in" - 6 months + manager of assigned to
    --> 2nd notification: "End of lifecycle in" - 3 months
    --> 3rd notification: "End of lifecycle in" - 1 month
    --> 4th notification: "End of lifecycle in" - 2 weeks  + manager of assigned to
2 REPLIES 2

GlideFather
Tera Patron

Hi @leviii,
and what did you try and where are you stuck? This seems like some story description.

Tell us where do you need support and we will be able to help you.

———
/* If my response wasn’t a total disaster ↙️ drop a Kudos or Accept as Solution ↘️ Cheers! */


Community Alums
Not applicable

1. Create Scheduled Flows in Flow Designer

Create four separate flows, each triggered on a Scheduled basis (e.g., daily), and each checking for a different lifecycle threshold.

2. Trigger: Scheduled

  • Set each flow to run daily.
  • Use a Get Records action to query cmdb_ci_computer where:
    • u_5_years_in is within the target window (e.g., today + 6 months).
    • assigned_to.VIP is less than 8 or not VIP.

3. Condition Logic (Example for 6 Months)

Use a script or filter like:

 
var targetDate = new GlideDateTime();
targetDate.addMonths(6);

var gr = new GlideRecord('cmdb_ci_computer');
gr.addQuery('u_5_years_in', '=', targetDate.getDate());
gr.addQuery('assigned_to.vip', '<', 8);
gr.query();

 

 

Or use Flow Designer’s Date Add and Compare actions.

4. Send Notification

Use the Send Email action:

  • To: assigned_to.email
  • For 1st and 4th notifications, also include assigned_to.manager.email

5. Create Email Notifications

Create 4 email templates or notifications with clear subject lines like:

  • “Upcoming Lifecycle End in 6 Months”
  • “Reminder: Equipment Lifecycle Ending Soon”