Hi community,
I am hoping someone can at least point me in the right direction if this is possible…
We have a SR for onboarding subcontractors. As part of this process we assess insurance details and the expiry date gets captured on the SR form. I am keen to build some form of workflow to automatically raise a new ticket one month (for example) before the insurance expiry date that has been captured on the SR form (which will be closed).
Is this even possible in FS? Any help would be appreciated.
Thanks
Dave