Notification to trigger 2 months before the record end date

abhilashsg
Tera Contributor

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

7 REPLIES 7

G Ponsekar
Mega Guru

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
Tera Patron
Tera Patron

@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.

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

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

@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.

 

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader