Hello again Ray,

would you happen to also have a tip for defining the domain on an automated action for sending an automated expiry reminder to the customer e.g. 14 days before expiration date? I was ablle to create this action and to define all quotations in status draft or sent, but how do I exclude all quotations that are pending and that expired previously? in other words: How do I limit the action to quotations with an expiry date in the future, counting from the day I activate this action?