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PA: Best way to create reminders (notifications)

Question asked by Kristjan Geir Mathiesen on May 26, 2016
Latest reply on Jun 1, 2016 by Kristjan Geir Mathiesen

Hi all.

Ok, this is kind of open ended question. I´m looking at Contracts (yes, the one with R in it , btw it would simplify if Sugar just called it Agreements even though there is a technical difference...). There we have the field "Expiration Notice" (date and time). Good stuff. But what if I wanted to build a process that would, at the time of "Expiration Notice":

a) Change the status from X to Y

b) Assign the contract to team A

c) Some other stuff

Basically, when expiration notice date comes, a process starts. I understand that having all my 800 contracts constantly in PA processes is not very economical & handy so I am trying to figure out another way to trigger the process.

 

What do you guys suggest as ways to do that?

 

This is similar to my PA: Date field is after another date field  thought but not quite because that thought requires each Contract to be in a process comparing dates.

 

Thanks guys

KGM

Ent. 7.7.0.0.

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