Workflow / BPMN Schedule Formula field as alternative option to report

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  • rabii
    Active Community Member
    • Jun 2016
    • 1250

    Workflow / BPMN Schedule Formula field as alternative option to report

    Currently the scheduled workflow and bpmn schedule timer start event depends on a report to be passed which works fine, however this could become an issue if a system has more than one admin which could delete a report or simply the permissions set on the system allow to remove reports. It would be nice to have a formula field that allow to get the data from the system using existing formula function findMany(). This would be safer as reports could be accidently deleted.

    Thanks
    Rabii
    Web Dev
  • yuri
    Member
    • Mar 2014
    • 8440

    #2
    Create reports in a folder named "For Workflows". In the description of reports write "Used in workflow {...}. Do not delete.". An implementation effort is not worth the problem.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment


    • rabii
      rabii commented
      Editing a comment
      That is what we do and even though some of the reports get deleted, we have lots of reports based on organization's need. That is why i thought a formula field could solve this issue.
  • yuri
    Member
    • Mar 2014
    • 8440

    #3
    We will add a check on report delete. That will not allow deletion. We will need to add more such checks for other features too.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment


    • rabii
      rabii commented
      Editing a comment
      sounds good
      thanks

    • yuri
      yuri commented
      Editing a comment
      But it's not 100%.

    • rabii
      rabii commented
      Editing a comment
      i understand
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