Journey based on Document records expiry date
in Journeys
Summary:
Hi All,
We created a Document Record Type for "Security Clearances" and these clearances have an expiration date (date to).
Can we create a journey that will trigger when a Clearance DOR when it is about to expire based on Date to field (like date expires in 8 months' time). We have checked the events but couldn't find any specific option to set a trigger criteria as per requirement.
Can you please share some insights or other possible workarounds for this case.
Thanks
VD
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