Tips, Tricks & Best Practices

JRobertshaw
Participant

Create Workflow Based off Line Item Term?

Hi All, 

Our clients have fixed contract periods (which are all different for each client) when creating a line item for services we add the "Term" (Number of months service is for). We are hoping to create a notification when the the term is one month from finishing. 

Does anyone know how we can create a workflow that is triggered off the "Term" 

 

Thank you 

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webdew
Guide | Diamond Partner
Guide | Diamond Partner

Create Workflow Based off Line Item Term?

Hi @JRobertshaw ,

You can create a deal-based wf because line items can be associated with Deals only. Check the loom. In this wf, you have to check how you can use this 'Term' property. 

Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regard.

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