Workflow trigger notification for warranty expiration

Question

We run Sugar OnDemand 7.11.1. I need to trigger an Account module email notification 45 days prior to a warranty expiration date field value. This would need to be for all Account module records where the warranty expiration date is not empty and is not dependent on a modified or updated field value. I'm curious if it could be accomplished using a custom field (maybe hidden field) to calculate the date 45 days prior to the field value in the warranty expiration date field, Workflow and/or a daily scheduled report that is then used as a trigger for email notification based on the calculated field. Any direction would be appreciated.

Thanks

Nancy Earnst · Accepted Answer

Hi Nancy,

I don't think adding a "Date Today" field is needed... Just create a report and set the filter to pull records where the date is 45 days or less from the day you run the report... The good news is that you can include the link to the record in the report fields, and the users can set the report to run daily and have it sent to their inbox.

P.S. The "old" workflow would watch the date and fire when it was 45 days out (even if the date changed). The "new and improved workflow" can't do that.

Again, you probably DON'T want to have a process running for every Account record (it's a BAD idea). I do have one process in another module that watches a date and I've written code in Process Author that will adjust to date changes - I only have 120 running processes in that module, and it slows things down a bit.