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Birthday/Anniversary notifications in C4C

Hi All.

As part of one of our implementations , the customer has the following requirement:

We would be maintaining two KUT fields in customer master - 'Birth Date' and 'Marriage Date'. The employee responsible of these customers should receive notifications one day before these events so that the employee can send greetings/wish them personally on that day.

I tried to configure a scheduled workflow to send a notification but the date format is always taken as I explored the personalize option to change the format to record the date but the year is present in all the formats available. As a result of which the workflow created will not be recurring every year and is confined to the Birth date/Marriage date which we maintain in the customer master. Since these would be past dates as year is also included in the date format, the workflow will never be triggered.

Kindly suggest a workaround for the issue.

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1 Answer

  • Best Answer
    May 24, 2018 at 03:29 AM

    Hi Vishwas,

    I feel there is no date format for calculation without year. The work around for this is to use a separate Date field and maintain the date and month from original field and have the year from current year.

    And there should be a two work flows created. One is to send the notification and another one is to update the new field with next year.



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