[Vtigercrm-developers] Autoemails and workflow extensions

[Joe Bordes]

Sounds like we are on the same line of thought, which isn't surprising
as I think scheduling is the natural next step in the workflow extension.

We haven't started coding yet but we should :-)
I have two clients who have asked for the AE update, there are two more
showing interest on the forum thread and I need the SMS for another
project in about two months, so....

You indicate that you would need these enhancements for this week. I
can't get this done this week but maybe we can reach some agreement. I'm
thinking down the line of setting up a forge project with workflow
enhancements I would migrate/integrate the scheduling code from
autoemails and you could develop the SMS part.

I would start with the part you need the most so you would have it ASAP.

How does that sound?

Joe
TSolucio



Brett Hooker escribió:
> Joe,
>
> Great post.  Thanks. 
>
> Love the SMS point as well.  I'd put a vote in for ClickATell support
> out of the box due to its API, international coverage, excellent
> pricing and support in other apps (like Joomla!).  We've been using it
> for years, and are very happy with it.  http://www.clickatell.com/
>
> Just last night I wrote some notes up for a similar change to the
> workflow engine so that we can implement our automated invoice
> processing and overdue reminder code.  Details included below.
>
> We'll need to make our changes pretty quickly, like this week, so that
> we can get our internal systems up on 5.1 asap.
>
> I'd like to co-ordinate our changes with yours and with the core team
> so that this change ends up in vTiger 5.1.1.
>
> Are you already coding this on your side?
>
> _*Cron Initiated Workflows*_
>
>    *
>
>       Extend 5.1 workflow engine to launch workflows based on
>       conditions being true in the database on a scheduled basis (new
>       for 5.1).
>
>    *
>
>       On the Edit Workflow screen, add a new radio button to the “When
>       to run the workflow” list titled “On a schedule” and when
>       chosen, add a extra set of options for what the schedule will be:
>
>          o
>
>             Valid time intervals would be cron-like, i.e. once a day
>             at a specific time, every {x} minutes, every {x} hours,
>             specific days of the week (Mon, Wed, Fri)
>
>    *
>
>       A cron job runs regularly, and checks for handlers that have
>       been defined within vTiger 5.1 workflow engine. If any exist for
>       the given time interval, the cron job tests the conditions and
>       if true, invokes the actions as defined in the workflow.
>
>    *
>
>       This is how we implement invoice reminders code that we have in
>       5.0.4; i.e. once a day at midnight, look for any invoice with a
>       due date < now()-7 and send an email per the email setup on the
>       worflow entry. May need to explore the limits of the current
>       condition functionality within the workflow definition to
>       implement the < now() business rule.
>
>
>
>
> Thanks,
> Brett
> Phone 0404 067 421
>
> <http://www.roarz.com/bretts-blog>
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>
>
>
> Joe Bordes wrote:
>> Hi,
>>
>> Those users of the autoemails extension may find this interesting:
>> http://vtiger-spain.com/wiki/doku.php?id=autoemailvsworkflow
>>
>> Regards, Joe
>> TSolucio
>> _______________________________________________
>> Reach hundreds of potential candidates - http://jobs.vtiger.com 
>>   
>
> ------------------------------------------------------------------------
>
> _______________________________________________
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