Implementing a search with date alert

[nikosman]

Hi All,

I have a simple DB with contacts and insurance contracts that have an ending date.

What I would like to do is to trigger a search that will look at the ending dates and give me an alert for the latter minus 30 days.

Example: John Hardy's Contract ends on January 15th 2011.

I would like to have it appear as a result of my search so I can send him his new contract.

That's the general idea.

A simple and clear script would be nice.

Could somebody help please.

Thanks

[bcooney]

I can't offer you a script, because I'd need your file!

However, all you need in your insurance contracts table is a flag field unstored calc that equals 1 if the contract ending date -30 is equal to or less than today.*

Then, simply find all records where the flag = 1. You can then, gtrr insurance contracts to contacts and do whatever.

*You'll also need a field that indicates whether or not the contract was "renewed," and include in the flag calc that Date_Renewed is empty. Otherwise, all expired contracts will continue to evaluate as needing renewal.

Edited November 9, 2010 by Guest

[comment]

Why not do the find directly in the (stored) ending date field?

[bcooney]

Of course he could do that! Over-engineered a bit, huh? (Remember to also include where Date_Renewed is empty)

Edited November 9, 2010 by Guest