AnsweredAssumed Answered

Use Process Author to create new contracts that are marked auto renew

Question asked by James Jones on Jul 6, 2016
Latest reply on Jul 13, 2016 by John Harr

Hello all,

I'd like to use Process Author to create new contracts for existing ones that are marked auto renew. I'm not sure how to create a Process Business Rule that finds contracts where the "end date" field = "today's date". If this returns "true", than I want the system to create a duplicate record with two exceptions, the start date of the new contract would be today and the end date of the new contract would be 1 year from today.

 

Any ideas?

Outcomes