I am attempting to create either an Automated Action or Marketing Automation to send an e-mail at 7 days,21 days, on expiration of a quotation if it has not been signed.
I have no issue setting Status= Quotation Sent. But I can seem to figure out how to have it send 7 days after creation or 21 days from expiration ( either way would probably work all though 7 days after creation would be more flexible if expirationisnt 30 days.)
I have tried to do my own research but I cant seem to make any progress, as everything I try results in 0 matched records.
Here is where I am stuck https://imgur.com/a/zymqp2G
Not sure why the URL isnt loading https://imgur.com/a/zymqp2G
I should also note, I am on Online Online ( Hosted@odoo.com) which limits my access under the hood.
Thank for the help. I created one, but based on expiration date, however no e-mail was ever sent with my testing. It correctly identify's the Domain records, but the expiration came and went and no e-mail from the action.
Is there a type of log or que to see what is happening?