Automate recurring tasks

[Kharg]

bandtank nothing?

[Kharg]

espcrm yes, I'll try to see what I can do

[espcrm]

Maybe Kharg can finish it off, or future coding pro shalmaxb

[bandtank]

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.

[bandtank]

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]

bandtank any news on your extension?

[shootify]

HI, will be awesome to check the extension. let us know when it get finally uploaded. thanks

[espcrm]

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?

[korazy]

Thanks for the response.

[korazy]

Thank you for responding. When you have it on github, I would be interested in looking at it.

[bandtank]

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.

[murray99]

Create a custom Module:

https://docs.espocrm.com/development/modules/

Create a custom scheduled Job:

https://docs.espocrm.com/development/scheduled-job/

[espcrm]

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

[lazovic]

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/.

[korazy]

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.