Hello all,
I’ve been asked to create an email alert when current date is within 30 days of a UD date (Date04) field. I’ve not ever created a BPM, but am thinking that surely someone here has done something similar and can offer some assistance?
Many thanks in advance!
Steve
A couple of questions.
Is your version correct at 9.05? That makes this much harder or at least challenging.
Is this a daily task so that it flags a reminder that something like a cert needs to be renewed?
A bpm or a BAM would apply if Date04 is being saved, otherwise this is something else.
Hello Greg - thanks for your reply!
In this instance, I’m dealing with Kinetic.
The Date04 IS being saved, and yes, I see this as a daily task that would provide the user with any Suppliers that have a cert needing renewed.
So Kinetic what version? I think you would be looking at a scheduled function, but if you have not done bpms you likely have not done a function, so maybe a schedule ubaq would work.
I am out, but will dig up a scheduled ubaq later.
Kinetic 2023.1.10 - and yes, you’re correct in assuming that I’ve not done a function.
Thanks for your help! I really appreciate it.
This is a simple email, but the body can be made into html if you want to do that.
I usually write and test the ubaq with my email and then change to the user. In the Update Tab click the BPM Directives Configuration then the code is under the plus by getlist.
After you get the email working search for scheduled ubaq and you should find the steps to add the ubaq to a schedule.
COMP01-VendorList.baq (27.2 KB)