Automatic email based on entity date (expiration) RRS feed

  • Question

  • Good morning, i created a custom entity called "software", one of the properties is the expiration of maintenance, i want an automatic process that alerts me by email 1 month before expiration based on property date, how can i accomplish that?
    Friday, February 1, 2013 1:35 AM


  • You could do it with the built in workflows. You would start up a workflow when the record is created and have it wait until 1 month before the expiration date - this blog post has a walk through on setting this up. This could end up with lots of workflows waiting around to be processed depending on your circumstances.

    Another alternative would be to create a stand alone application using the SDK the runs on a daily basis and looks for the records that are 1 month from expiring and sends the email.

    Jason Lattimer
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    Friday, February 1, 2013 2:44 AM