Hi Leslie,
I think what I'm looking for can be accomplished in a d-form, which I can work with the support team to develop. However, are you aware of any limitations to scheduled notification tasks or recurring phases running while the workspace has been Published? Ideally, if I could generate a quarterly reminder to category managers to update the d-form (amend the workspace and add a line item to include that period's rebate details), that would be perfect. I'm just not certain if the workspace status (Published, Expired, Closed) prevents or supercedes a schedule or recurrence.
Thanks!
Aarika