Quote Expiration Monitoring groups 3 related components across Scripts. The configuration centers on scripts and includes 3 scripts that support the process.

How the pieces work together

  • This configuration has 3 documented components, with the strongest activity in Scripts.
  • Review the scripts and workflows first when changing how quote expiration monitoring behaves.
  • Use the fields, lists, records, and searches as supporting configuration for the process.

Components

ComponentTypeRole in this configuration
Quote Expiration Monitoring Map ReduceMap/Reduce ScriptRuns automation logic for quote expiration monitoring.
Quote Expiration Monitoring Workflow ActionWorkflow Action ScriptRuns automation logic for quote expiration monitoring.
Quote Expiration Monitoring ClientClient ScriptRuns automation logic for quote expiration monitoring.

What to review first

  • Confirm the process owner understands the components listed above.
  • Review scripts and workflows before changing supporting fields or searches.
  • Validate saved searches and fields after any workflow or script change.