Question

Workflow sending emails within a date range?

Workflow Version 9

Updated July 30, 2014

asked on July 30, 2014

I have workflow set to run every morning at 8:00 am for the condition. What we want is to have it look at a field called insurance expiration date. Then we want it to send an email to a certain person when the current date is < 30 days from expiration date. I can't seem to find the method with the calls of equals or less then, or is not between.

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SELECTED ANSWER

replied on July 30, 2014

Oh, ok, so you want exactly 30 days rather than within the next 30 days? So today, you want to be notified of things that expire on 8/29/2014, right? Then you would search for documents with the expiration date = 8/29/2014.

Date Token Calculator would give you the date 30 days from now and you would use that in the Search Repository activity:

{[TemplateName]:[FieldName]="%(DateTokenCalculator_Token)"}

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Replies

replied on July 30, 2014

Are you running a search to find these documents? You can use Date Calculator to get the date for 30 days from now, then run a search for field values between the current date and that date.

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replied on July 30, 2014

We need 30 days from the entered expiration date. So actually it is 30 days before what the expiration date is that is entered.

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replied on July 30, 2014

so for example is the metadata for that insurance card that was entered says expires 07/30/14

we would need a notification on 06/30/14

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SELECTED ANSWER

replied on July 30, 2014

Date Token Calculator would give you the date 30 days from now and you would use that in the Search Repository activity:

{[TemplateName]:[FieldName]="%(DateTokenCalculator_Token)"}

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Workflow sending emails within a date range?

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