Trying to create a simple Workflow but not working at all...

Hi,

In my business I am have around 300 events per year (that occur on a specific date) that might be interesting to me has business opportunities. Some are recurring, at the same date, some are not. What I do need, mostly, is a reminder, an alert, 60 days or 90 days before de event in order to call costumers, schedule meetings and send them quotes - this is more interesting creating tasks and then add follow up information concerning to the several sale stages, but e-mails could be useful too.

However, I must confess that I have tried for hours and I never get the task created or the e-mail in the inbox. I have setup three different workflow trying to understand SuiteCRM behavior but only in one case (cópia AR) I get one message, in audit trail (“failed”).

This is an installation on a shared server, via Softaculous, and cron jobs were set in cPanel.

Images attached for better understanding of this long and frustrating hours. I would appreciate you help.

Thank you.

Luís

Hi there,

Please change the condition to ‘Greater than or Equal to Now + 60/90 days’.

Using the ‘Less than or Equal to’ condition would result in the workflow firing 60-90 days AFTER the event.

You will also need to ensure you are sending the email to a valid email address and that you are using a valid email template.

Thanks,

Will.

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Hi Luis,

I was just about to reply, but did you get it working?

Thanks,

Will.

Hi Will,

Well, so it seems. Now I receive e-mails. But I am still. testing. However, I’m not getting tasks on the dashboard…

Thanks

Luís

Hi Luis,

You may need to modify the dashlet search(click pencil icon) as the records may not meet the search criteria.

Thanks,

Will.

1 Like

Hi Will,

Now everything is working fine.
I am only missing how could I have a recurring (annually) event - here a mean an event literally For instance a “national day”.

Thank you.

Luís

Hi there,

Have you tried using workflow to run on the Calendar module? You may be able to select the calendar event(National Holiday) and do some actions on that?

I have not tried it, but if I get time will test it out.

Thanks,

Will.

I have a similar problem; and really created a workflow that should send a mail alert using a custom date field called (F. Creation). The idea is that the alert mail is sent 15 minutes after creating the record, for it and set the workflow as shown in the picture. However, when I create a new record mail is sent automatically without taking into consideration the 15 minutes.

Hi Will,

Something is wrong :frowning: and I am… desperate :S

This Workflow creates a task and sends an e-mail. However, only when new records are created even being set to to run on “all records”.
Can you help me, please?

Thank you.

Luís

What I mean is that the worklow does not run in existing records. Thanks.

do you have a scheduler / cron job set-up for your sugar/suite instance

Hi Matt,

Well, I think… yes. Do you mean this?

Thank you.

ok, actually looking at your screen shot you are comparing ‘Data do Evento’ with ‘Data do Evento’ + 180 days which shouldn’t work, should is not be something more like:-

Data do Evento is Less than or equal to NOW - 180 days

which would fire 180 days after Data do Evento

Hi Matt,

Thanks for your quick answer.
My intention is to have this workflow triggered 180 days before “data do evento” (it means an event day, for instance, a National day) and the do several actions - create task and send e-mail. It should be active till the day of the event.
Now, as it is, the workflow is sending e-mails all the time, before and after the event…
Can you help me, please?

Thanks a lot.

Luís

For 180 before “data do evento” you would need to do:-

Data do Evento is Less than or equal to NOW + 180 days

and to prevent it constantly firing, you either need to not use repeated runs or if it is a recurring event put an action to modify “data do evento” to add another 180 days or a year whatever makes sense.

Once again, thanks for you answer. However, there is no doubt that I am doing something the wrong way. Probably, in the way I have put the issue; because withe last instructions, nothing happens… :frowning:

The idea is to have an alert (actions) when approaching “data do evento” (event day), which could be setup to 180 days, for example. Nothing is relevant before, but on that date and after, till the day of “evento” (event) the condition is valid - in the case tasks could run but not mails. But the most important is to never miss the deadline to start contacting customers.

Do this (yours) instructions in the workflow give me that result? If so, what am I doing wrong?

Thank you, Matt.

Luís

Hi everybody,

I tried as suggested but it doesn’t work. I have very different answer and I tried them all. I gave up, but it seems to me that this could not be impossible and, it would make all the difference to me, really. So, I kindly ask you again to give me a few minutes of you time.

Explaining again. As an example, I need to contact the committee responsible for the National Day of each country in the world. I want to be remembered of that National Day 180 before it occurs - this will be my deadline for a contact of any kind; so, I want to have an “open task” for it, and this task will be open till I change its status (and it will, also, send me an e-mail). During that period of time I will have several subtasks (e-mails, calls, etc).

How can I do this?

Thank you once again.

Luís

I would love to have an answer to this as well.

For example, I need to block off some time every Tuesday on my calendar. I was able to successfully create an “event” for yesterday (Tuesday) on the calendar, but there ought to be a simple way of showing this as recurring weekly.

I’ve tried to WorkFlow based on the Event Module (there seems to be no option in the WorkFlow for selecting the Calendar module) and I have not been able to get it to work, but then my brain is numb trying to figure out conditions and actions :smiley: