On date Business Rules

Firstly, we need to create an Action that will send an e-mail notification to users whose credentials will expire and another Action to send an e-mail to the Operator ( Controller user)

In the Action that will send the e-mail to the Operator we need to select USER as the Send to option and, in the Receiver we will select the Operator that we wish to get that e-mail.

In the Action for that will send the e-mail to the USER we need to select PROFILE as the Send to option, here we do not select any receiver.

Lower you can enter the subject of the e-mail and the body of the email.

Next comes the Business Rules.

The new Business rule needs to be set to active and in we need to add the condition that we wish to follow.

For the case of a expireing credential we need to select the Credencitial.EndDateUtc option and in the Operator we need to select Greater Or Equal option, then in the Value we need to chose the ammount of days we wish to use as the trigger for the Business Rule in this case 30 , then in the modifier we need to chose the senario to witich we are matching the Credential.EndDateUTC to in this case it will be Days Before Today.

After Confirming this conditon we need to add a second one where instead of Greater Or Equal we chose Less Than and instead of 30 we choose 31.

This will make it so that only on when there are 30 days to the expiration of the credential will the business rule activate.

Finally we need to select the actions that we wish to run with the trigger that we creatted with the business rule.

Simply click add action and select the action that you created before and press the + sign after to save your choice.

Once you have all the actions you need click save at the bottom.

The final step will be to set up the Workflow.

Here we need to choose the On Schedule Event so that our business rule is verified every day and add the business that you wish to run press the + sign after to save your choice.

And click save on the bottom to save your Workflow.