I have a workflow which sends an email to people who need to complete a task. This currently runs once when the conditions are met but I want it to run on a daily basis until the tasks have been completed.
As a newbie to SuiteCRM I am not sure how to set up a new scheduler for this single workflow and attach the workflow to the schedule.
Does this rely on code or is there a way to do this without coding?
If you want your workflow to run daily and you don’t want to use code or create a custom schedule, you could create a ‘Workflow Run’ date field that is attached (but hidden) in your module, then in your workflow set an action to set this field with a value of ‘Today’ when it runs. Then add a condition on the workflow that ‘Workflow Run’ date is not equal to ‘Today’. This means the workflow should only run once a day.
This has been working for a few calculation workflows that I only wanted to run once a day, but they do run at midnight each night, so keep that in mind if using this method.