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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

@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. 


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