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Sales quote notification sending out incorrectly

  • 22 August 2023
  • 4 replies
  • 33 views

Userlevel 2
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Hi. I created a business event to send a notification of a sales quote created based on the amount. The issue I am facing now is that the business event send out notification on quotes that were sent out on past dates (if a person makes changes to the sales quotes created on previous dates). I need the notification to only send out sales quotes created today only. Please can you help me out.

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Best answer by Manikanta Dhulipudi 29 December 2023, 18:15

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Userlevel 7
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@LungileNjakazi37 Can you please let us know what Trigger Conditions that you have added?

Also, can you please add any screenshots that help us to review.

Userlevel 7
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Hi @LungileNjakazi37 were you able to find a solution? Thank you!

Userlevel 3
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Hi @LungileNjakazi37 

You might have created the Business event to Trigger By Record Change, Please try setting a trigger condition as Created date > Equals > @Today

Userlevel 7
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Hi @LungileNjakazi37 

Please set the GI condition = Today, Business event should be created using automation schedule functionality and setup the schedule run at 10PM Everyday to trigger an email,

 

 

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