Notification to close change sent when planned end date is in the past.
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09-08-2023 05:52 AM
Hi everyone
I am trying to create a notification that gets sent to someone as soon as their change's planned end date has passed. People forget to close changes that has been put into production and I need to constantly remind them. I tried the notification, but not sure what to make the condition. I think I need to use planned end date, but there is not an option to say 'has passed' or something like that.
Please direct me or give me a better idea.
Regards
Thereza
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09-08-2023 06:11 AM
Greetings!!
When you say plan end date has been passed means you are comparing with current date or actual end date. I tried some thing like this:
Planned End Date less than than ...
Please give a try
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09-08-2023 06:12 AM - edited 09-08-2023 06:32 AM
Hi @Thereza Van der !
Maybe it will help you!
Create a Task or Incident Record: Before you can create deadline notifications, you must have a record type for which you want to monitor deadlines. This could be an incident record, task, change, etc.
Create a Business Rule: Go to "Automation" in the left menu and click on "Business Rules". Create a new business rule to trigger notification when the deadline is about to expire.
Define the Conditions: In the business rule you created, define the conditions that will trigger the notification. For example, you could use a condition like "Deadline is X hours away from expiry" or "Due date is today".
Business Rule Action: Now, you need to configure the action that will be performed when the condition is met. For deadline notifications, you can configure an action to send an email, create a follow-up task, or do another relevant notification action.
Configure the Notification Action: If you choose to send an email as a notification action, configure the email details such as the recipient, subject, and message content. You can use dynamic fields to include relevant record information, such as expiration date.
Save the Business Rule: After configuring the business rule and notification action, save it to activate it.
See here too!⬇️
If it helped, please mark this answer as helpful!
Good luck!
