Fortix PlatformFortix Freedom Business Systems NotificationsEvent - note.update.date.x.days.in.the.past

Event - note.update.date.x.days.in.the.past

This notification event is used to send notifications about customers, for who the last created / updated note was X days ago. Note allocation is checked in these areas:

  • customer
  • customer's contact person
  • customer's opportunity

Event is fired for all the customers, who meet the following criteria:

  • there was a note created / updated for the customer (in any area listed above) exactly X days ago
  • no newer note exists for the customer (in any area listed above)

Following attributes are supported for the event:

  • Days Interval: Required. Will filter customers, for who the last note was created / updated X days in the past.
  • Days Type: All / Business Days. Whether all days or only business days (week days) should be calculated for Days Interval.
  • Exclude Customers Tagged as: Optional. If selected, only customers without the selected tags are filtered.
  • Include Customers Tagged as: Optional. If selected, only customers with the selected tags are filtered.
  • Trigger Only for Opportunity Notes: Yes / No. If Yes, note allocations will be checked only in opportunities area (customer and contact person check will be omitted).
  • Opportunity Statuses: Optional. This filter is applied only if "Trigger Only for Opportunity Notes" filter is set to Yes. If selected, only opportunities in the selected statuses will be checked.

Supported actions:

  1. Process: Selected process will be executed with parameters:
    • Customer ID
    • Opportunity ID

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