Hello, I hope you are all well. I have a request from my business to update a field on the contact record after 120 days, simple enough, so I thought. My first thought was to create a Process Definition to look for the event and wait 120 days. But I had some thoughts that I wanted to get feedback on. Does having several process in a waiting status cause issues? How long can I reliable keep a process in queue? What is the best practice for queuing PD's after a long period of time? I did some searching around but couldn't seem to answer these. Words from your bright minds will be greatly appreciated.

Best practice for trigger a process definition after a long period of time.

Hello, I hope you are all well. I have a request from my business to update a field on the contact record after 120 days, simple enough, so I thought. My first thought was to create a Process Definition to look for the event and wait 120 days. But I had some thoughts that I wanted to get feedback on.

Does having several process in a waiting status cause issues?
How long can I reliable keep a process in queue?
What is the best practice for queuing PD's after a long period of time?

I did some searching around but couldn't seem to answer these. Words from your bright minds will be greatly appreciated.

Parents

0 Bud Hartley over 2 years ago

Hi Marciano,

I also had a request for a process that would wait 120 days for a change. I recommend that you make that process separate from any other function in your system AND your should have an "Escape" clause to end the process if the change doesn't happen or some other change takes place.

Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Reply

0 Bud Hartley over 2 years ago

Hi Marciano,

I also had a request for a process that would wait 120 days for a change. I recommend that you make that process separate from any other function in your system AND your should have an "Escape" clause to end the process if the change doesn't happen or some other change takes place.

Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Children

0 Dmytro Chupylka over 2 years ago in reply to Bud Hartley

I'm not aware of how specifically the workflow maintains long processes run - that only developers know, but in general, the "hibernation" of the generic process instance increases the risks of technical failure at times.
Therefore, I'd suggest just setting a-day-to-return in the database (versus relying of probably temporary storage) and set up a generic daily process of filtering the records to review on the basis of a-date-to-return

This approach is employed by Need To Do Viewer addon for managing dates not-to-miss: integroscrm.com/.../

Best Regards,
Dmytro Chupylka

integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel