How to automatically tell system to everyday to do some activity?

[MONBERG]

Hi guys, i got complicated situation in here. I will try to explain with my poor english:

So, i have a Date w/o time field (field where you put date) and i have an Enum field (field where i have few options to choose)

I have done a WORKFLOW rule, that when Date i put into Date w/o passes a REAL LIFE DATE, Enum field changes from one to another.

Everything would be fine, as it works, but only when i MANUALLY save that record!

What i need to solve, is to get this change AUTOMATICALLY everyday, without me doing any change in record to get SAVE status, because i have large database and
need to get program working automatically without me.

I am not really a programmer, i know some basics, but i guess it´s gonna be some CRON activity or something with javascript?
I attach a screen how my WORKFLOW rule looks like

[emillod]

I don't know whether it's a nice way, but i have my own company created as an account. I'm running scheduled flowchart for report which checks whether my company is active. Based on this i have flowchart which is triggered every week at monday.

[MONBERG]

Thanks for your response. This way would be little too complicated for me, as i said i have a large database and that would take me a lot of time to convert all the data onto accounts. I hope that in this system must be some simpler solution, that could actually help me in more cases

[victor]

Hi MONBERG,

You must have misunderstood emillod and you don't need to convert anything from one entity to another.
It was implied that you are better off using Workflow with Scheduled Trigger Type: https://docs.espocrm.com/administrat...ows/#scheduled. This type of workflow uses filters from the List Report instead of Conditions, which you will use for the new workflow. And this workflow is launched with the frequency you specified in the Scheduling field.

[MONBERG]

Guys, thank you very much for help. I tried the solution you wrote to me, and yes, it works, and it fixed me a much more problems i had. I hope you guys have a nice day, thanks .

[MONBERG]

Guys, i have one more question about this task. Probably i should start a new POST on forum, because its about the List Report.

As a solution you wrote me up there is good for me, but the List on the Report page i created is taking only Records which i have recently Updated, its not taking any Old Records i had. How can i reach that All Old Records which fit into filter of the List report will show up in the Report List i use for this workflow?

[victor]

If Record 1 and Record 2 no longer meet the criteria of the filters in List Report A, then it is worth creating another or additional Workflow, which will focus on List Repost B (which will contain other filters).

[MONBERG]

I am sorry but i dont understand your answer. I dont know what you mean by Record 1 and Record 2. What i want , is to get all my Already created Records which meet criteria to get in the list and also New Records, which meet criteria.
I attach a screen how my Report looks like. When i create it, it doesnt take any old records and it stays empty, but if i save some new record (from Contact ENTITY - which i renamed to Zhotoviteľ) it takes it and puts it into the Report list...

[victor]

Record 1 and Record 2 are the names of the records of your entity, on which you first form a List Report, and then based on this List Report you create a Workflow.

When i create it, it doesnt take any old records and it stays empty, but if i save some new record

Create another List Report with the new filters you need and the Scheduled Workflow for it. This is what the previous message is about.

You can also edit your filter if possible so that it can include all the records you want.

[MONBERG]

Alright, i did it. Items show up. I can now create a workflow for it, and it will to what i need. But big question, now when i want this process to be done everyday, i need to everyday create a new Report List and attach a workflow to it?
Explanation:
I created a this List Report, where filter is a Date. After some time passes, some records reach the time when they should appear in this Grid List. Those dates were settled already, but they havent reach the time yet, they are not manually edited. I need those records, which will not be manually edited, to show up in this Grid List after they reach the right time.
This Grid Report adds only records which already reachech the time, or those that i manually update to be fitting to this list, but not those which should get there by time passing...
I thank you for your patience with my problem and apologize for my poor english

[victor]

You have a number of records that meet certain criteria, such as today's date. Today is October 2, 2024. If you focus on a specific date (October 2, 2024) in your filters, and not a time period, then you will have to constantly create new List Reports for new or old Workflows for October 3, the fourth, etc.
Instead, you can use the filter of your List Report instead of a specific date, Today. Then the List Report will contain records with today's date.

Note that Runtime Filters are not used in Workflow, only Filters are used:


You should familiarize yourself with the available filters for reports: https://docs.espocrm.com/user-guide/reports/#filters_1