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Question

Contract reminder workflow

asked one day ago Show version history

Hello,

 

I am trying to set up a workflow that will remind managers when we have contracts coming up for renewal. We want reminders to go out 2 and 4 months before the renewal is due (we may add more reminders in the future). I am really struggling to get this workflow to function properly, I cannot seem to figure out how to configure the date token and search repository to pull up a test contract that will expire in November. Here is what I have so far. 

Screenshot 2025-09-16 091101.png
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Replies

replied one day ago

In your date token calculator, I believe you want to subtract 2 months from contract end date to get a date 2 months prior to contract end date.

In the Search Repository activity, it looks like you are searching for documents where the contract end date is between 1/1/1900 and Today which is the %(Date) token.  So if your contract end date is November, it's not going to be found.  You might even be able to eliminate that condition in the search and create another date token from the calculator and search where your contract end date is greater than Expiration Date - 2 Months and less than (Expiration Date - 2 Months) + 1 Week for example.

 

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replied 21 hours ago

Thank you! I didn't see your reply, but I ended up jumping on a call with our VAR this morning. The search syntax we needed was:

{[Contracts]:[Contract End Date]>="%(Date)", <="%(DateTokenCalculator_Expiration Date - 2 Month)"} & {LF:Name="*", Type="D"}

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