Sending birthday greetings

I would like to design a workflow to send birthday wishes to my clients. I already activate the birthday field in the Contacts module: however, I cannot find in the "Process Definition" how to evaluate this field to send these emails. Any ideas?

  • Spot on Andre!  I didn't see the copyright on this:

    Bud Hartley | Oregon, USA

  • Haha good point , it's obviously a more complicated process to set up than it seems! I didn't spend enough time thinking about it. :) I appreciate yours and everyone's more detailed answers on the thread though, thanks!

    -Brenda

  • Some time ago, in a land far away ... Grin I had suggested if we could have a Day/Month only field type in studio, as it would help with setting recurring events like birthdays, and also when customers don't wish to give the year of their birth for privacy reasons.

    Anyone here able to create such a field type?

    CRM Business Consultant

  • hey  !

    Thanks for triggering this discussion :)

    Configuring the platform with tools like Studio, Logic Builder, SugarBPM is about covering the path from Expectations to User Adoption, which is important for subscribers that love to benefit from the Sugar platform.

    Cheers!

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • in case the birthday's year is not important for greeting purposes (or is not possible to receive it) thought the option with no development could be to hide back an OOTB birthday field and add two regular dropdown fields or regular text fields - instead of calc files suggested above  - to store "birthday day" and "birthday month"

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • Hi guys

    I had been pretty busy these last days, so let me answers the questions addressed to me.

    I follow you guys that a codeless solution is welcome. The old school guys here may remember I built the DevToolKit, which helped thousands of users and developers worldwide.

    My points are:

    • In this article  wonderfully explained eventual issues and bottlenecks regarding such OOTB solutions. I'm not saying those solution don't work, but I would like to emphasize that architects and developers may want to make them as standardized as possible, which may introduce some constraints which, eventually, drive to performance degradation. Having that said, some OOTB codeless solutions, depending on the scenario, may be a bazoocam to kill a mosquito.
    • There are two type of evangelists: the ones which like to teach how to fish and the ones which like to sell the cooked fish

    Best regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • You are right, Andre. We discuss two different paradigms.

    • The #1 is to call a professional cook even if you need to get a simple sandwich. And to do it again if you wish to add a salad to this sandwich. And to do it again when ...,  and so on and so on.
      Cons and pros are apparent - not need to worry about cooking, but you have to pay for professional services each time and wait for a professional if they are overburdened.

    • The #2 is to buy the "Food Processor" and be free to cook a wide range of dishes as you wish and when you want. Cons and pros are apparent as well. At least, you should invest money in the tool and some time in learning how to use it, but after that, you save much more time and money.

    Paradigm #1 still works well, but programmers become more deficit resource with the permanently rising price in the digital era. Paradigm #2 helps to address this challenge. High-qualified programmers develop no-code tools and open a way to use their knowledge for a wide range of non-programmers in an easy way.

    Of course, the no-code tool like Logic Builder is not for qualified Sugar developers like you, , or . But, nobody knows future Slight smile

    Logic Builder is for application implementation specialists like  and , or processes experts like  or They all are not programmers, but they solve a wide range of tasks that previously relied on developers only.

    They use Logic Builder to configure data processing algorithms just as they configure workflows in SugarBPM, calculated fields in Sugar Logic, or a Sugar database customizations in Sugar Studio. It saves time, money and allows to allocate programmers to solve more complicated tasks.

    For us, like a Sugar Implementation Partner, it helps to compete with Creatio, Zoho, and Microsoft when they provide their own no-code/low-code tools as their competitive advantage.

    Best regards,
    Mykola

    Integroscrm.com
    We make work in Sugar
    more convenient and efficient

  • Mykola,

    I think what people like ,  and myself might say is: people who sell food processors generally overlook paradigm #3 - "Learn How To Cook". Maybe start with the basics like: "How to make a sandwich and add some salad" as that is a task that is easier to do by hand than to use a food processor once you learn how. I know, I have tried :) By all means leave making Coq au Vin to the pros but some things are just quite easy when explained properly.

    Food processors are very good at processing food and sure, when used by professionals can greatly simplify many tasks. The trouble starts when they are used by people who have not yet learned that eating raw chicken can kill you.

    Developers, like chefs, might seem to be expensive but the service they provide is there for a good reason. Most developers I know are more than happy to help others learn and understand so they don't fall into traps like buying a Kitchen Aid when all you need is a knife. As has been seen in the talk surrounding these comments, even experienced users of food processors can make the wrong choices because they have not understood the order that food needs to be processed to produce a certain result. You can make very good mayonnaise in a processor but you can also make an inedible mess from the same ingredients ;)

    Thanks,

    JH.

  • My fellow university coursemate has made a Tetris-like game just for fun in 980 bytes. Bytes! Because he used Assembler for that.

    Do modern developers cook on Assembler?  No :))

    Modern developers rely on platforms and frameworks for cooking PHP and Java code - and know well how PHP bugs can affect the hand-made dishes.

    At the same time, I found my modern grill prepares chicken pretty well so why to go restaurants on daily basis? Slight smile 

    Why Sugar Admins with no Assembler or PHP coding skills cannot be chefs themselves with SugarBPM, Studio, Logic Builder or other tools created by superchefs developers for them? 

    There are no secret ingredients in preparing 80% of raw automation  Slight smile

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • Dmytro,

    Again, I will be bowing out after this comment - this forum is not the place for philosophical discussions on the merits of understanding coding / development / design. As you have asked questions though, I will answer from a developer perspective:

    My fellow university coursemate has made a Tetris-like game just for fun in 980 bytes. Bytes! Because he used Assembler for that.
    "Code Golf" is a thing developers like to do. For the challenge, just like real golf.

    Do modern developers cook on Assembler? No :))
    Actually, the answer here is "Yes - if the circumstances warrant it.". If you are developing for a resource-critical system (like being an electrician with a certain limit of amps to play with) then using the leanest method is a high priority. Besides which, I think you have contradicted yourself here after your first sentence Slight smile

    Modern developers rely on platforms and frameworks for cooking PHP and Java code - and know well how PHP bugs can affect the hand-made dishes.
    No, absolutely not. Developers do not "rely" on frameworks, they "use" frameworks if that is the best use of resource. It is still vital that a developer knows what a framework is doing to know if it is the correct use of resource.

    At the same time, I found my modern grill prepares chicken pretty well so why to go restaurants on daily basis?
    You have started on #3, "Learn How To Cook" and you have found this means you don't have to go to restaurants so much ;)

    Why Sugar Admins with no Assembler or PHP coding skills cannot be chefs themselves with SugarBPM, Studio, Logic Builder or other tools created by superchefs developers for them?
    Anyone can be anything. However, not everyone is an expert just because they have bought the tool a professional uses. You have to know how the tool works, why it is being used and what it is doing to get the most out of it. You can achieve that without knowing how to write code but just having the tool does not mean you are able to use it properly.

    There are no secret ingredients in preparing 80% of raw automation
    True, but the point was that the order of preparation is important. If you try to make bread by looking at the list of ingredients, putting them all in a bowl and starting to mix, your bread will not rise properly!

    Thanks,

    JH.