Workflow / field options

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  • alasdaircr
    Active Community Member
    • Aug 2014
    • 525

    #1

    Workflow / field options

    Hi -

    Workflow in the advanced pack feature is a nice idea but still pretty limited.

    One issue is setting a date with a relative value e.g. a task is created 6 months after an entity created. The field options for dateTime does not allow this.
  • yuri
    EspoCRM product developer
    • Mar 2014
    • 9641

    #2
    Hi

    Do you mean an ability to delay Create Entity like in Send Email action ?

    Comment

    • alasdaircr
      Active Community Member
      • Aug 2014
      • 525

      #3
      Yes exactly. I discovered the delayed send email action after posting this. It would be great if any action could be delayed in the same way.

      Comment

      • MiJo16CDAT
        Junior Member
        • Jul 2015
        • 27

        #4
        Yes I would love this feature as well

        Comment

        • yuri
          EspoCRM product developer
          • Mar 2014
          • 9641

          #5
          But it's not so necessary as for Emails. Because you just can set Date Start or Date Due field with needed interval.

          Comment

          • alasdaircr
            Active Community Member
            • Aug 2014
            • 525

            #6
            Sorry I'm not following you.

            Rght now it's not possible to create e.g. a Task with dueDate set to
            PHP Code:
            {entity.createdAt} + 2 months 
            .
            Or create a notification 1 month before a date field ends.

            But for emails it's possible, don't know why you singled that one out.

            Comment

            • yuri
              EspoCRM product developer
              • Mar 2014
              • 9641

              #7
              This is a bug because tasks date fields are not standard date/time. We will look. Thanks

              Comment

              • yuri
                EspoCRM product developer
                • Mar 2014
                • 9641

                #8
                I made some fixes. Should work in 1.5.2 version.

                Comment

                • alasdaircr
                  Active Community Member
                  • Aug 2014
                  • 525

                  #9
                  thanks for doing that. I can now set a relative date fine.

                  However - the workflow isn't actually being run. I have logging set to DEBUG and nothing present, no errors in the browser.

                  This particular workflow should run when the entity is created, and create a task with DueDate = entitty.EndDate - 30 days, but nothing is created.

                  Comment

                  • yuri
                    EspoCRM product developer
                    • Mar 2014
                    • 9641

                    #10
                    I tested and it worked. What conditions you have specified? You can add Create Notification action to make sure that workflow get triggered.

                    Comment

                    • alasdaircr
                      Active Community Member
                      • Aug 2014
                      • 525

                      #11
                      No conditions. Perhaps that's the issue. I'll debug with the notification action.

                      Comment

                      • yuri
                        EspoCRM product developer
                        • Mar 2014
                        • 9641

                        #12
                        I tried w/o conditions. Worked.

                        Comment

                        • alasdaircr
                          Active Community Member
                          • Aug 2014
                          • 525

                          #13
                          My fault, this was on a custom entity with a afterSave hook - I forgot to call parent::afterSave in the custom method.

                          All working now, thanks for the fix

                          Comment

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