Create a Reminder for Contracts Scheduled to End after a Specific Number of Days Based on the Current Date

Business Use Case:

Current Date: 10/30/2013
Contract Start Date: 11/2/2012
Contract End Date: 11/1/2013
Target Renewal Date: 10/31/2013

There are several ways to approach this.

A. Based from the Contract Start Date:

Create a formula that will compare the Month and Date of the Contact Start Date to the current date.

1. Navigate to Lists > Search > Saved Searches > New.
2. Choose Contract.
3. Check Available for Reminders.
4. In the Criteria tab, set Formula (Text)
5. In the Formula (Text) pop-up, set the following:
Formula:
CASE WHEN EXTRACT(MONTH from {today}+3) = EXTRACT (MONTH from {custrecord_contracts_start_date}) AND EXTRACT (DAY from {today}+3) = EXTRACT (DAY from {custrecord_contracts_start_date}) THEN 1 ELSE 0 END
Formula (Text): is
Value: 1
6. Click Set.
7. In the Results tab, set the fields as necessary.
8. Set the Audience if the search is not set up as Public.
9. Save.
10. Navigate to Home > Dashboard > Reminders portlet, hover over the drop-down then select Set Up.
11. Click Add Custom Reminder.
12. Select the search created in the list.
13. Click Done the refresh the portlet.

B. Based from the Contract End Date:

Create a formula that will compare the Contract End Date to the current date.
*Note: The same steps from option A will be used. The steps below will replace step #5.

5. In the Formula (Text) pop-up, set the following:
Formula:
CASE WHEN TO_DATE({today}+2) = TO_DATE({custrecord_contracts_end_date}) THEN 1 ELSE 0 END
Formula (Text): is
Value: 1

C: Based on the Target Renewal Date

Note: This is similar to the formula used when the criterion on based on the End Date. A different addend may be needed depending on what the desired result is.