Create email notifications based on Expire condition in Contract table

[Cnu Infy]

Hi All,

Can you please help to achieve below requirement.

I need to send out 3 email notifications to a group 60 days/30 days/one week before the contract Expiration date.

So I have tried to create email notification once expire condition matches. However this email trigger once the respective record is inserted/updated. But I need to send an email to a group if the expire condition matches whether the record is insert/updated or not. Like if the expire condition matches the email should trigger. Can you please help.

Thanks,

Cnu

[AirSquire · Accepted solution]

You should run a scheduled job on daily basis to check if there are any records matching your criteria and log events accordingly after registering them (the events, 1 for each condition). And then you should create 3 notifications, in the When to send tab select the name of the event (you can find a field to select an event in the notification form's advanced view).

You can find similar functionality in the below two posts

Scheduled Script Issue

Reminder Notification Issue

Regards
Air

[Luxo Nadappan]

Hi , 

Actually We dont need custom job as  there is an OOB schedule job that checks the expiration condition..."Contract Compliance Checks" which runs every day . This will trigger the contract.expiration event and oob Notification  will be triggered. 

Also To generate the  event contract.expiration , please update the event "contract.expiration" in the condition check Definition module..

Thanks

Luxo 

[arnabbhaumik]

did not get this OOB schedule job in our instance.