AnsweredAssumed Answered

Workflow trigger notification for warranty expiration

Question asked by Nancy Earnst on Apr 10, 2018
Latest reply on Apr 11, 2018 by Nancy Earnst

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.