Fortix PlatformFortix Freedom Business Systems NotificationsEvent - opportunity.date_closing_expected.x.days.in.the.future.owner.merged

Event - opportunity.date_closing_expected.x.days.in.the.future.owner.merged

This notification event is used to send notifications about opportunities, which have their expected close date X days in the future or in the past. Opportunities are merged by their owner.

Event is fired for all the opportunities, which meet the following criteria:

  • have Expected Close Date X days in the future or in the past, as defined in notifications, based on days type
  • event is not fired during weekends if days type is set to business days

Following attributes are supported for the event:

  • Days Interval: Required. Will filter opportunities with expected close date X days in the future or in the past. Negative value is used for expected close date in the past. Example: -5 to filter opportunities with expected close date 5 days ago, 3 to filter opportunities with expected close date 3 days in the future.
  • Days Type: All / Business Days. Whether all days or only business days (week days) should be calculated for Days Interval.
  • Opportunity Statuses: Optional. If selected, only opportunities with selected statuses will be filtered.
  • Opportunity Types: Optional. If selected, only opportunities with selected types will be filtered.
  • Exclude Customers Tagged As: Optional. If selected, only opportunities linked with customers without the selected tags are filtered.
  • Include Customers Tagged As: Optional. If selected, only opportunities linked with customers with the selected tags are filtered.
  • Exclude Opportunities Tagged As: Optional. If selected, only opportunities without the selected tags are filtered.
  • Include Opportunities Tagged As: Optional. If selected, only opportunities with the selected tags are filtered.
  • Project Types: Optional. If selected, only opportunities with selected project types will be filtered.
  • Source: Optional. If selected, only opportunities with selected source will be filtered.
  • No Opportunities With Past Expected Close Date: If set to YES, the notification event will be triggered only if there are no opportunities with the expected date in the past
  • Opportunities With Past Expected Close Date - Same Owner: If set to YES, the presence of the opportunities with the expected closing date in the past will be checked based on the owner of the opportunities. Applicable only if No Opportunities With Past Expected Close Date set to YES
  • Opportunities With Past Expected Close Date - Same Owner: List of statuses that should be used when checking the presence of the opportunities with the expected closing date in the past will be checked. Applicable only if No Opportunities With Past Expected Close Date set to YES

Supported actions:

  1. Process: Selected process will be executed with parameters:
    • Opportunity IDs
    • To target the Owner of the opportunities in the process builder select the "Responsible Person" when configuring individual actions.

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