Contract Management - Contract Threshold breached Notification

[pavi12]

I have a requirement that is 

WHEN the Contract is about to reach the end date or expiry               

THEN automated notifications or alerts should be sent to abc@email id  based on the frequency mentioned below

1. Every week when 1 month is left

2. Everyday when 1 week is left 

How to achieve this?

Could you please help me on this?

Thanks,

Pavithra

[Laveena-Agarwal]

Hi @pavi12 

Easy Solution -

Implement a daily Scheduled Script Execution to evaluate records against their expiry date.
Based on the remaining time to expiry, trigger appropriate events, which in turn drive email notifications.

Optimized Solution -

1.Create a Choice field on contract table, for an example - Expiry Phase

Value Meaning

healthy	> 30 days
monthy_warning	30–8 days
weekly_warning	≤ 7 days
expired	< 0 days

2.Scheduled Script Execution (Daily)

Set the "expiry status" field based on end date or expiry date.

var today = new GlideDate();

var gr = new GlideRecord('u_contract');
gr.addNotNullQuery('expiry_date');
gr.addQuery('expiry_date', '>=', today.getValue() - 1);
gr.query();

while (gr.next()) {

    var expiry = new GlideDate();
    expiry.setValue(gr.expiry_date);

    var daysLeft = GlideDate.subtract(expiry, today).getDayPart();

    var newPhase =
        daysLeft > 30  ? 'healthy' :
        daysLeft > 7   ? 'monthly_warning' :
        daysLeft >= 0  ? 'weekly_warning' :
                         'expired';

    if (gr.u_expiry_phase != newPhase) {
        gr.u_expiry_phase = newPhase;
        gr.update(); 
    }
}

3. Business Rule - Fire Event ONLY on Phase Change

4. Notification Logic (Based on Event)

Compute expiry once → store expiry phase→ trigger only on phase change

No daily scanning of all records. No repeated math.

[pavi12]

Hi @Laveena-Agarwal,

Thanks for the reply.

Already we have the OOTB notification called Contract Threshold breached and also we have clm_condition_check_list 

Sample OOTB for 120 days?

Here you can see the event name called contract.expiration.

How we can approach on this clm_condition_checker?

Thanks,

Pavithra