We're using assets to track recurring/annual payments. When the renewal date (asset attribute) is within 90 days, I want to create a ticket in our project. Currently, the date range is set for anything in the next 90 days in the AQL.
What works:
Scheduled Trigger - Branch on AQL - Create Issue
The Problem:
Creating duplicate tickets. I only need one reminder for each payment.
What I've Tried:
Various versions of the AQL search (branch and look-up objects), then lookup work issues, then compare lookup size. But the scope is not right/too big and I'm getting an "unable to run the search while custom values were being defined" error. Error and current testing iteration (with manual trigger) in screenshots. I get the same error if I schedule the automation or manual trigger.
The AQL search: objectTypeId = 932 AND "Status" != "Closed" AND "Next Payment Date" > now() AND "Next Payment Date" < now(90d)
I would change the AQL to only search on objects that are 90 days out when the automation is run, that should prevent any duplications. Something like this:
objectTypeId = 932 AND "Status" != "Closed" AND "Next Payment Date" = now(90d)
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