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

[Community Alums]

I need to create a new email notification for when a policy is to expire in 1 month.

Please can anyone help.

I have gone to notifications, selected the table sn_compliance_policy

Send when  - Event is fired

Not sure of the event name

Condition - Valid to is less than 1 month before valid to.

Am i doing anything wrong here?

Thanks

HP

[Ashutosh Munot1]

HI,

Create a simple flow for this using flow designer.

See this:

Full flow:

Thanks,
Ashutosh

[sameerpandey]

This is a better approach. Thanks Ashutosh!!

[Jan Spurlin]

I was thinking about these two alternatives - the event approach requires coding experience.  On the Flow approach - I probably wouldn't run it daily - maybe weekly.  Expiring policies should be able to handle that type of frequency.

[sameerpandey]

Hello, 

Setup a event in the event registry. you can setup a scheduled job (run daily) to check for the date diff for the policies and trigger the event. In the param1 and param2 of that event, you can specify the details, you want to utilize in the email such as owner, reviewers, policy name. Now utilize this event in the email notification and pick the details from Param1 & Param2.

Regards,
Sameer Pandey