Ticket Template, Confused between schedule and due date
OK, every time I look at the schedule vs the due date for a ticket template my eyes kind of cross. Just tell me this...if I create a schedule to fire the ticket template on January 1st of every year and I set the due date to the last day of the month with reminders 14 days and 7 days before the due date, what date is the ticket fired and when are the reminders for the due date fired? I think once I see how these all work I’ll understand it all much better.
Thanks
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@JAiello 3501f07 sd13 Thank you for submitting your question to our community!
Looking at January 2025:
Ticket fired: Jan 1, 2025
Due date: Jan 31, 2025
Reminder 1 (14 days): Jan 17, 2025
Reminder 2 (7 days): Jan 24, 2025
I hope this helps
Thank you Kathryn, your illustration helped a lot. It also helped for me to see what I was really trying articulate what I didn’t quite understand yet about setting a schedule and a due date.
My real problem is when a schedule is set for a date in the middle of a month, January 8th, for example that would fire annually on January 8th .
Is there a way to set a due date on January 8th. Then a first reminder for 14 days before the 8th and second reminder 7 days before the 8th?
Also, I don’t understand the due date type, “Time period until due date”. Could you explain that for me as well?
Thanks so much for your help.
@JAiello 3501f07 sd13 Great Questions!
For your Jan 8th example, this is what my setup would be:
You could put 14 days or 7 days if you prefer.
It is the time before: For example - If you want to set the due date for a ticket to be due on Thursday, 3/14/2024, and the ticket was submitted on Monday, 3/11/2024, in the rule, you would select the Period until the due date option and set it to 3 days after ticket creation.
Additionally, here is the KB Guide for reference! Let me know if you need anything else
Kathryn, Thanks for your examples. They really help. One confirmation. Looking at your solution for my January 8 example. Does that mean that I need to change the due date to the next year once that due date fires?
Thanks so much again,
James
@JAiello 3501f07 sd13 Yes you would in this example.