Action Profile with date management.

[former_member331097]

Hello Expert

We have business requirement to send a mail based on certain action by user (Change in Status) at particular time after changing the status(say 30 days)

Scenario:

Rejection E-mail notification to Partner type (Created by)

IF User Status=XYZ +30 days---- Trigger mail to Created-by)

Customer visits customer care and submit document for certain purpose ,then agent will create Service request against to customer number and send all physical documents to back end team to verify, if those documents found incomplete

then back end team will change the status to "Incomplete document received"

i know how to send mail if above requirement meets

but i dont know how to send above mail after 30 days by meeting above conditions

is it some thing like date profile tagged to action profile..?

kindly help

Regards

Chinna babu

[spencer_liang]

Action is not triggered if end user does not open the document.

For example, you have status S1, date type D1 and D2 and duration = 30 days.

D1 is set to date when S1 is set in the document, D2 is set to D1 + 30 by the rule as Manjeet mentioned.

You need to create an action with

Processing At = report.

Schedule condition : user status = S1

Start condition: user status = S1 & D2 = system date.

Then schedule job for report RSPPFPROCESS.

With above settings, you will be able to send email after 30 days S1 is set.

[former_member331097]

Can u please elaborate

i will  create date profile todaydate=30 days

and assign to transaction type

action definition--

action conditions..?

what conditions Start or schedule and how?

Please guide

Regards

Chinna babu

[spencer_liang]

Hi Chinna,

Normally, what I replied previously is pretty enough to realize the function.

Hope you could understand it is difficult to give all the customizing/

You may learning about customizing in date profile and action and then raise some specific questions here. I will be very happy to help further.

Spencer

[former_member197655]

Hi Chinna,

You will have to create a custom date rule and assign it to date profile to your service request transaction type . Then the condition will be available in the action profile.

Regards,

manjeet.