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Send schedule report before a week of expiry — Cloud Customer Connect
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Send schedule report before a week of expiry

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edited Oct 22, 2020 5:47AM in Configure Price Quote 2 comments

Summary

Date field and flag should get auto - updated in the quote without any triggers

Content

Hi Folks,

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. 

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