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How do I set up a Process to send a task due date alert?

James Allen

I have the Enterprise edition and am looking to set up some processes to automate some reminders, among other things.  We are beginning to utilize the Tasks module for users and would like to set up an automated email alert for when a user is 1 day within the task's due date and the task is not set to a status of "Completed".  I cannot see these option in Process Author.  Has anyone done this?  I feel this should be fairly easy to do.

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    You can create a Process Definition aimed at Task module to accomplish this. Create a Start Event that applies to all Tasks that have a Status not equal to "Completed." Then create a Wait Event with settings equal to "Due Date minus 1 Day." Finally, create a Send Message Event with the template email reminder. See below for how it should look:

  • 0 in reply to Casey Henry

    Hi James,

    You can accomplish this requirement with the alternative advanced workflow for Sugar, Process Manager. Very simply, all you do is setup a Recurring Process to run as often as you like, this process will query the tasks table and retrieve all tasks where task due_date is in 24 hours and status != completed. For each of the tasks found, you will create a process stage with no delay, and a process task to send an email to whomever you need to send to with variable data in the email template. Granted, you are using Sugar Enterprise, so there may be no need for you to spend the additional funds to use this alternative workflow solution, but if you find yourself needing workflow features that are not currently in Sugar Enterprises Process Manager, please contact us to see if the other Process Manager can do what you need.

    Thanks,

    Bill Convis

    SierraCRM

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  • 0 in reply to Casey Henry

    Hi James,

    You can accomplish this requirement with the alternative advanced workflow for Sugar, Process Manager. Very simply, all you do is setup a Recurring Process to run as often as you like, this process will query the tasks table and retrieve all tasks where task due_date is in 24 hours and status != completed. For each of the tasks found, you will create a process stage with no delay, and a process task to send an email to whomever you need to send to with variable data in the email template. Granted, you are using Sugar Enterprise, so there may be no need for you to spend the additional funds to use this alternative workflow solution, but if you find yourself needing workflow features that are not currently in Sugar Enterprises Process Manager, please contact us to see if the other Process Manager can do what you need.

    Thanks,

    Bill Convis

    SierraCRM

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