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  • Kharg
    commented on 's reply
    bandtank nothing?

  • Kharg
    commented on 's reply
    espcrm yes, I'll try to see what I can do

  • espcrm
    commented on 's reply
    Maybe Kharg can finish it off, or future coding pro shalmaxb

  • bandtank
    replied
    Sorry for the delay everyone. I will post some code this weekend. It is not built as an extension yet because I have not had time, but I will share what I created and answer any questions.

    Leave a comment:


  • bandtank
    commented on 's reply
    Sorry for the delay everyone. I will post some code this weekend. It is not built into an extension yet because I have not had time, but I will share what I created.

  • Kharg
    replied
    bandtank any news on your extension?

    Leave a comment:


  • shootify
    commented on 's reply
    HI, will be awesome to check the extension. let us know when it get finally uploaded. thanks

  • espcrm
    replied
    Originally posted by bandtank View Post
    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.
    Hi badtank,

    How did you go with this? Did you get a chance to work on it?

    Leave a comment:


  • korazy
    commented on 's reply
    Thanks for the response.

  • korazy
    commented on 's reply
    Thank you for responding. When you have it on github, I would be interested in looking at it.

  • bandtank
    replied
    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.

    Leave a comment:


  • murray99
    replied
    Create a custom Module:



    Create a custom scheduled Job:

    Leave a comment:


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

    Leave a comment:


  • lazovic
    replied
    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

    Leave a comment:


  • korazy
    started a topic Automate recurring tasks

    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.
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