Send a Notification Based on field updating

[varma2]

Hi All,

Need to trigger a notification in a Pm_project table. we have filed called Percentage complete  in Pm_project  table and we have form section which is Status report under this they will create record in project_status table,

My trigger condition IS. if below condition met notification should trigger. 

Status Report not submitted in the last 7 days
Percent Complete not updated in the last 7 days

Please suggest,

Thank you all. 

[Ankur Bawiskar · Accepted solution]

@varma2 

is that table "pm_project" audited?

If yes then you can use advanced notification condition and use script, I assume your notification is on pm_project table

1) query sys_audit table and see when was the last update to Percent complete

2) in the same advanced notification condition script, query status report table for this Project and see if any record was created or not in last 7 days

based on that set answer=true to send email

something like this but please enhance

 var projectId = current.sys_id;
 var sevenDaysAgo = new GlideDateTime();
 sevenDaysAgo.addDaysUTC(-7); // Get the date 7 days ago

 // Check if "Percent Complete" was updated in the last 7 days
 var percentCompleteUpdated = false;
 var auditGR = new GlideRecord('sys_audit');
 auditGR.addQuery('tablename', 'pm_project'); // Table name
 auditGR.addQuery('fieldname', 'percent_complete'); // Field name
 auditGR.addQuery('documentkey', projectId); // Project sys_id
 auditGR.addQuery('sys_created_on', '>=', sevenDaysAgo); // Changes within last 7 days
 auditGR.query();
 if (auditGR.hasNext()) {
     percentCompleteUpdated = true; // Found an update for "Percent Complete"
 }

 // Check if a status report was submitted in the last 7 days
 var statusReportSubmitted = false;
 var statusReportGR = new GlideRecord('project_status');
 statusReportGR.addQuery('project', projectId); // Filter by current project
 statusReportGR.addQuery('sys_created_on', '>=', sevenDaysAgo); // Submitted within last 7 days
 statusReportGR.query();
 if (statusReportGR.hasNext()) {
     statusReportSubmitted = true; // Found a status report submission
 }

 // Trigger notification if both conditions are not met
 if (!percentCompleteUpdated && !statusReportSubmitted) {
     answer = true;
 } else {
     answer = false;
 }

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

[Rohit Singh]

Hi @varma2 ,

Just to clarify status report is not form section. It’s a related list and the field percentage complete is in project_status table and not in pm_project table. So you need to set a trigger condition in project_status table. 

Just check if you can set you above trigger condition through email notification record inserted.

If my response helped, then mark my response as solution accepted and hit thumbs up.

Regards,

Rohit

[varma2]

Hi @Rohit Singh 

Thank you for your response.

Yes, we can set the condition but how can we give time stamp in condition,

Status Report not submitted in the last 7 days
Percent Complete not updated in the last 7 days

Please suggest.

Thank you

[Ankur Bawiskar · Accepted solution]

@varma2 

is that table "pm_project" audited?

If yes then you can use advanced notification condition and use script, I assume your notification is on pm_project table

1) query sys_audit table and see when was the last update to Percent complete

2) in the same advanced notification condition script, query status report table for this Project and see if any record was created or not in last 7 days

based on that set answer=true to send email

something like this but please enhance

 var projectId = current.sys_id;
 var sevenDaysAgo = new GlideDateTime();
 sevenDaysAgo.addDaysUTC(-7); // Get the date 7 days ago

 // Check if "Percent Complete" was updated in the last 7 days
 var percentCompleteUpdated = false;
 var auditGR = new GlideRecord('sys_audit');
 auditGR.addQuery('tablename', 'pm_project'); // Table name
 auditGR.addQuery('fieldname', 'percent_complete'); // Field name
 auditGR.addQuery('documentkey', projectId); // Project sys_id
 auditGR.addQuery('sys_created_on', '>=', sevenDaysAgo); // Changes within last 7 days
 auditGR.query();
 if (auditGR.hasNext()) {
     percentCompleteUpdated = true; // Found an update for "Percent Complete"
 }

 // Check if a status report was submitted in the last 7 days
 var statusReportSubmitted = false;
 var statusReportGR = new GlideRecord('project_status');
 statusReportGR.addQuery('project', projectId); // Filter by current project
 statusReportGR.addQuery('sys_created_on', '>=', sevenDaysAgo); // Submitted within last 7 days
 statusReportGR.query();
 if (statusReportGR.hasNext()) {
     statusReportSubmitted = true; // Found a status report submission
 }

 // Trigger notification if both conditions are not met
 if (!percentCompleteUpdated && !statusReportSubmitted) {
     answer = true;
 } else {
     answer = false;
 }

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

[varma2 · Accepted solution]

Thanku @Ankur Bawiskar ,

Can we send weekly once the notification using schedule job with below script.

var projectId = current.sys_id;
 var sevenDaysAgo = new GlideDateTime();
 sevenDaysAgo.addDaysUTC(-7); // Get the date 7 days ago

 // Check if "Percent Complete" was updated in the last 7 days
 var percentCompleteUpdated = false;
 var auditGR = new GlideRecord('sys_audit');
 auditGR.addQuery('tablename', 'pm_project'); // Table name
 auditGR.addQuery('fieldname', 'percent_complete'); // Field name
 auditGR.addQuery('documentkey', projectId); // Project sys_id
 auditGR.addQuery('sys_created_on', '>=', sevenDaysAgo); // Changes within last 7 days
 auditGR.query();
 if (auditGR.hasNext()) {
     percentCompleteUpdated = true; // Found an update for "Percent Complete"
 }

 // Check if a status report was submitted in the last 7 days
 var statusReportSubmitted = false;
 var statusReportGR = new GlideRecord('project_status');
 statusReportGR.addQuery('project', projectId); // Filter by current project
 statusReportGR.addQuery('sys_created_on', '>=', sevenDaysAgo); // Submitted within last 7 days
 statusReportGR.query();
 if (statusReportGR.hasNext()) {
     statusReportSubmitted = true; // Found a status report submission
 }

 // Trigger notification if both conditions are not met
 if (!percentCompleteUpdated && !statusReportSubmitted) {
     answer = true;
 } else {
     answer = false;
 }

Please suggest.

Thank you