Create workflow with Target Entity - Contact (if we talk about contacts birthday), Trigger Type - Scheduled, Target Report - report you created before, Scheduling - 0 3 * * * (at 3 am everyday), Actions - Create Entity. Define needed fields in Action.
You can use meeting entity or create new one with type Event in Entity Manager (second variant is better). Also don't forget to check if new Entity to Calendar Entity List in System Settings
Show next birthdays in calendar
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How can I do it? I created a list report but I can only filter with the whole date value not with date.Day and date.Month, so I even have no chance to see which contacts have birthday today.Leave a comment:
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Report just allows you to see the list of people have a birthday in a timeframe you define.
You can create a workflow, which will create new events, based on reportLeave a comment:
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Show next birthdays in calendar
I added a date field to contact entry, is there a way to show the upcoming birthdays in an list or calendar? I tried with Reports of the Advanced Pack, but no luck?Tags: None
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