Send schedule report before a week of expiry
SummaryDate field and flag should get auto - updated in the quote without any triggers
We want to update a date field based on the system's current date without any action trigger. We have already used a timer in the same transition step, so we won't be able to use timer functionality too.
Business Use case:
Quote will get expired in case there is no response from the customer for 21 days. We have added a Timer to achieve this functionality. But a week before, the Manager and quote owners should receive a schedule report for about that are still pending for customer approval and a week away from getting expired.