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How to set Activity status "Held" automatically

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  • How to set Activity status "Held" automatically

    Hi!
    I just started setting up EspoCRM for the call center. If i want to change activity status "Held" i need to push button " set Held" or " set Not Held" . How can i do it automatically. For examle i tried to do it using "Dynamic Logic->Conditional options" in Administration->Entity Manager->Meeting->Fields --->status . I set parameters : Held with logic {AND-> field:dateStart - inPast }. Maybe i must do it by coding in some files?

    I will be grateful for help !!!

  • #2
    Hello

    Do you have Advanced Pack?
    If yes - you can create a scheduled workflow https://www.espocrm.com/video/workfl...n-in-business/
    If no - you can create a job and run https://www.espocrm.com/documentatio...scheduled-job/

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