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  • Automate recurring tasks

    I am exploring the use of EspoCRM, but I currently have no experience with it outside the online demo. I walked through the documentation and I am hoping to get developer feedback on automating recurring tasks. Feedback on can I do this and in general how you would implement it with EspoCRM.

    My situation is; we have accounts and we provide 5 optional services to accounts that are recurring either monthly, quarterly, semi-annual or annual. For each service, I would need a custom field for recurring schedule (cron pattern or frequency and day of month) and user to assign task to. The schedule determines the due date, and we want to automatically create a new task 10 days prior to due date.

    I am an experienced PHP developer.

  • #2
    Hi korazy,

    This functionality, which will be performed in a loop or for a certain number of days, you can recreate using Workflow.
    This is a feature from the official extension Advanced Pack: https://www.espocrm.com/extensions/advanced-pack/.

    You can find out more about Workflows in the documentation:
    https://docs.espocrm.com/administration/workflows/.
    ‚Äč

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    • #3
      Unfortunately and been a feature request since many years ago. It is like Iazovic said, Advanced Pack (paid extension only)

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      • #4
        Create a custom Module:
        https://docs.espocrm.com/development/modules/


        Create a custom scheduled Job:
        https://docs.espocrm.com/development/scheduled-job/

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        • korazy
          korazy commented
          Editing a comment
          Thanks for the response.

      • #5
        I created an extension to automate the generation of any entity type in the system. I will upload it within the next two weeks to GitHub. It supports weekly, biweekly, monthly, quarterly, and annually recurring events/records.

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        • korazy
          korazy commented
          Editing a comment
          Thank you for responding. When you have it on github, I would be interested in looking at it.
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