Announcement

Collapse
No announcement yet.

Flowcharts update contact with no activities since 2 month

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Flowcharts update contact with no activities since 2 month

    Hi,
    to specialist of Flowcharts,

    how can make a flowcharts to contact entity.. who loop every contact with status='New' and no activities (mail/call/meeting/task) and update contact->status='Close'
    this flowcharts must be 'scheduled' every day.

    Thanks


  • #2
    Hi item

    When you build the report for the flowchart, you can add these conditions in the report using the (having and then choose complex expression and just select tasks.id etc) option and something like below: Please note that this won't work for the email, because there is no current relationship that allow such to check count of the emails.

    Hope this helps.

    Attached Files

    Comment


    • #3
      Hi Rabii,
      Thanks yes, it's helpfull.

      But how i can use in flowchart these report ?
      I don't see in flowchart any "Task" where i can put/select report and loop for update contact.

      My goal is too learn Flowchart, gateway (exclusive, inclusive.. sub process), any possibility a little "top level" of use case.

      Thanks Rabii

      EDIT : haaa ok, just see in Workflows, i can select the report .. i can do more easy . but will still learn Flowchart

      Last edited by item; 01-19-2024, 05:36 PM.

      Comment

      Working...
      X