How to set reminder date

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1

Hi,

I have a task to set a reminder date about expired insurance.

Case :

Insurance expired on 1 October 2022 (1/10/2022)

I have to output to excel 3 months before the insurance expired. So the robot will output to excel on 1 July 2022 (1/7/2022) every insurance that is expired on 1 October 2022. Any help on this?

2
  1. What all data is available in the output excel?
    2.Where do we get the expired date from?
    If you have the expired date in hand you can do
    Convert.ToDateTime(“1/10/2022”).AddMonths(-3)
3

@Rhys18
try this Expression:

check = if(DateDiff(“d”,convert.ToDateTime(Now.AddMonths(-3)),Convert.ToDateTime(now))=90,“Not expired”,“Expired”)

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  1. Wdym by all data? I don’t get the point of ur question
  2. I get the expired date from a SQL Query inside the uipath. So the flow is query insurance of the customer → get expire date → save as data table → process the data inside → output to excel
5

okay what is that exactly you have to specify in the output excel?

6

Oh, the output will be “Insurance is 3 months left” or “Insurance is 1 year left” depends on the expire date of the insurance because it can be variety.

8

can you give me a screenshot of it in uipath flow? Thanks

9

Date.xaml (13.5 KB)
Hi @Rhys18

Please check the attached wf file

10

This is what I’m looking for. Thanks. 1 more thing, the insurance have different years of tenor. So the case is :

Customer A : Insurance Start 2017 and end on 2022
I have to output the reminder of each tenor (2018,2019,2020,2021,2020). Is this doable with your workflow?

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