Send Reminder email in every 6 months

[Bijay Kumar Sha]

Hi, 

I would like to know how I can send reminder emails to the the person in every 6 months if the status of the CI is not being changed. 

Let me explain it as below:

• There is a read-only field called 'Compliance Status' in a CI form and there are 2 choice fields of it Complete & Overdue. These 2 values are depended on other fields. So, depending upon them it changes to Complete or Overdue. 
• So, currently if the Compliance Status is being changed to 'Overdue', then a notification is being sent to the owner of the CI.
• So, I wanted to implement if the Compliance Status of the CI is Overdue and not being changed to Complete for a long time, then every 6 Months reminder notification should get triggered to the owner. 
• Example - Let's say last month on 15th June 2023 the Compliance Status has been changed to 'Overdue', then initial notification has already triggered to the owner. Now, if there is no Compliance Status change in the CI, then 1st reminder notification should triggered on 15th December 2023 and again on 15th June 2024 and so on only if the Compliance Status of the CI is Overdue and not being changed in between. 
• But if let's say, ast month on 15th June 2023 the Compliance Status has been changed to 'Overdue', then initial notification has already triggered to the owner. and the Compliance status has been changed to 'Complete' in few months let's say on 15th September, then no reminder notification should triggered. If it changes back to 'Overdue', then the initial notification will be triggered and 1st reminder notification will be triggered on exactly after 6 months if it's not being changed in between. 
• So, there will be a lot of CIs available in the table. Let's say the table name is cmdb_ci_abc and have 1000 CIs in it. And out of which there are 400 such CI which Compliance Status is 'Overdue'. So, the compliance status of those 400 CIs has been changed to 'Overdue' in different date and time. 
• How I can build the schedule job, even registry and notification that will evaluate when to send notification and which CI will be falling in this condition for next 6 month or 1 yr or 1.5 yr and so on.

[Dan O Connor]

@Bijay Kumar Sha I would look into Flow Designer and setup a flow for this. 

Trigger the Flow to run on whatever schedule, maybe once a week?

Using the Look up records Action you can locate the records you need.

Use an IF logic to define what happens when one of the records needs action.

Then use the Send Email action (or Send notification if you want to add some links etc) to fire it off to the folks involved.