Hello,
I'm looking to create and email notification if a task is beyond its due date for more than 4 hours. We are using the tasks module under the cases module to manage support requests and want to notify a group of people if it has been overdue to ensure requests get handled quickly.
I'm somewhat familiar with advanced workflow, and process emails and studio. I have a couple ideas on the direction to go, but figured someone else has already tackled this.
Thanks for the help!
Here is a version of the Stagnant Opportunity BPM designed by SugarCRM. We tuned it up to suit our requirements - same principle applies to Tasks. In this BPM it sends a reminder 15 days before the Expected Close Date and then a Past Due Reminder provided that the Expected Close Date hasn't changed or the Opportunity has been Won or Lost.
The one thing to watch out for is every time a Task is created a BPM process will be triggered which will then wait either for the time condition to occur and so trigger or a BPM Terminate Condition occurs - e.g. Task Status changes to Completed. This means there could be a lot of processes depending on how many Tasks are created.
Hope this helps.
Here is a version of the Stagnant Opportunity BPM designed by SugarCRM. We tuned it up to suit our requirements - same principle applies to Tasks. In this BPM it sends a reminder 15 days before the Expected Close Date and then a Past Due Reminder provided that the Expected Close Date hasn't changed or the Opportunity has been Won or Lost.
The one thing to watch out for is every time a Task is created a BPM process will be triggered which will then wait either for the time condition to occur and so trigger or a BPM Terminate Condition occurs - e.g. Task Status changes to Completed. This means there could be a lot of processes depending on how many Tasks are created.
Hope this helps.
