Notification to trigger 2 months before the record end date

[abhilashsg]

i am trying to achieve above requirement in flow designer. Trigger as scheduled daily but i need help in date validation if end date is 2 months from today then trigger the notification.

is this possible achieve scripting via flow variables

[G Ponsekar]

Hi @abhilashsg ,

Assume table called "XYZ" with a field called "end_date," your flow would: 

1. Trigger: Record is created or updated on the "XYZ" table.
2. Condition: xyz.end_date is not empty
3. Wait for Duration: Duration is set to two months before xyz.end_date.
4. Send Email: The notification is sent to the assigned user or a specific group, with a subject like "Contract Expiry Reminder" and a message body reminding them of the upcoming end date.

If I could help you with your Query then, please hit the Thumb Icon and mark as Correct !!

Thanks, GP

[Ankur Bawiskar]

@abhilashsg 

it's an easy requirement.

check this and enhance for 2months instead of 1 month

Create an email notification for when a policy is due to expire in 1 month

If my response helped please mark it correct and close the thread so that it benefits future readers.

[abhilashsg]

thank you for the solution, however i might need not 2 months before policy expiry but send every month once until policy end date

[Ankur Bawiskar · Accepted solution]

@abhilashsg 

You can enhance the logic as per your requirement, I just gave a reference

Thank you for marking my response as helpful.

If my response helped please mark it correct and close the thread so that it benefits future readers.