I am a starter in odoo. Can anyone help me to find a solution for the problem mentioned below?
in CRM Module , i want a mail when manger should be notified of any changes made to the Records and manager should be notified 90 days prior to expiry of subscription and automatically
Can anyone help me to achieve this goal. Thanks in advance.
Guna Str
1) manager should be notified of any changes made to the Records
- Define an automated action to send the email if the value of the Stage field changes on an update of the record.
2) manager should be notified 90 days prior to the expiry of subscription
- You can do with the track_visibility with customizing the logic based on the explain way(days calculating) or for mail you also do with the automated action(with python way).
Related
We use Camunda to run business processes but my question is more about general BPM patterns than a specific tool that implement it.
Let suppose the following very simple use case and a homemade application on top of it that use BPM engine API to query tasks and complete them.
Let suppose that Action 1 will be auto assigned to John and Action 2 to Bob. From my comprehension of BPM, when the process start, Action 1 is created and assigned to John. When John complete the Action 1, the Action 2 is created and assigned to Bob. And that's what we want because Bob could not start working on Action 2 if Action 1 is not yet completed. Fine...
Now suppose that as the team manager, I want to schedule activities of John and Bob. I'm thinking about introducing an initial task handled by me to configure a planning.
When the process now start, a new task is created and is assigned to me. I want in my homemade application to query the BPM engine in order to get all tasks (actives and inactives) in order to add planning information (planned start date and due date). For example, I want to specify that:
Action 1 should start on 01/01/2021 and should be closed on 03/01/2020.
Action 2 should start on 04/01/2021 and should be closed on 05/01/2020.
With this kind of information, John and Bob could connect to the task list and see that a "not yet started" task is waiting for them on a specific time range. The main goal of this is to manage a team calendar of activities.
I don't see how to implement that in BPM due to the fact that, in my comprehension, tasks are created when the process reach them so we could not have information about "Not Yet Started" tasks.
Any ideas? Suggestions? Bests practices?
Tx
I asked a question above, but if the answer is "Action 2 still requires Action 1, and I don't want people to see the tasks before their start date." Then the model would look like this -
The timers would be set to the start dates the manager picked. I have a strong opinion that the tasks shouldn't be in the list if the user can't work them. So if they should not work it before the start date, we shouldn't have it in their task list. This is different than say, a report on the status of the process, which certainly can show that we are waiting until date X to issue Action 1. There is also a way to model it so that someone can say "Yeah, you know what, I want to start this now" and trigger the action early from that dashboard.
To have the tasks for John and Bob active at the same time, you could use a parallel gateway ... and then filter the tasks in a custom task list based on the configurations you made ...
If you want to keep the sequence of tasks (which is the better option imho) you can still set variables in your planning task up front and then read these values when the second task is started by registering a TaskListener on your model.
I'm trying to create a timesheet in Netsuite programmatically through API calls but I get "Timesheet featured is not enabled" error even though I checked possibly all timesheet related checkbox features under Setup-->Company-->Enable feature are checked. Anyone has seen this before?
Thanks.
Process of enabling Timesheets feature
Published 04/22/2014 11:20 AM | Updated 01/29/2015 12:41 PM | Answer Id: 38014
1) Customer requests enabling of Timesheets feature via technical support ('Two Administrators' or an 'Administrator and a Primary contact' or an 'Administrator and a Decision Maker' should sign off in writing that they understood the repercussion of enabling this feature. And they would want this feature to be enabled on their account.)
2) Checkbox for Timesheets is available on Enable features page
3) Customer (Admin) enables the feature
- Notification appears with checking of the box:
4) Customer saves the preferences
5) While migration takes place, Time Tracking box is checked
- It is not possible to change feature setup during migration, following notification pops up if someone tries to do so:
6) When migration is complete
a) Timesheets box is checked
b) E-mail is delivered once migration is successfully complete
Subject: The Timesheet feature has been enabled
Body: The Timesheet feature has been enabled and the system has finished updating your Time Tracking custom fields and time transactions.
- if migration fails, e-mail is also sent, notifying admin about failure
As for the estimated time, it depends on amount of data that are migrated. To give you at least some rough estimate, we are talking about hours here. Small customers can be migrated within hour, larger ones couple of hours. If the process of enabling/disabling the feature takes 2 days or more, please contact NetSuite Support.
I am using HP Project and Portfolio Management(PPM) tool and I am adding a custom field in my request type which has date as value. Now my requirement is to send the email notifications to the users once the date mentioned in the custom field crosses the system date.
I had tried to set the notification for field level from Notification tab but not getting the custom fields in the list. All the fields, which is available, are pre-configured fields.
So, can anyone suggest me how to implement this requirement? And also where the changes need to be done If any required to implement this?
Please answer in detail and also reply soon.
Thanks in advance!!
PPM notifications can be configured on pre-defined events, like a certain transition, or timeout etc...
One possible solution for this scenario is to have timeouts on your decision step. Time out goes to an execution step, which checks for the date condition. If the condition is met it fires the notification. Else it just returns to the original decision step.
The downside of this work around is that there will be transaction details added once daily. Also the last update date of the request keeps updating daily, which is not ideal if you want to track what was the last time an end user update the request.
It is a workaround cause of the restrictions around notification events.
And if you have a large workflow, I would not recommend this work around.
I was wondering if anyone could possibly help me with my SharePoint 2010 issue. I recently created a CRM System within SharePoint for my small business which utilizes a email notification workflow. The workflow is triggered when the 'Action Needed' field has a 'yes' value, this means that 2 days after the information is created or edited the workflow will notify the particular user that further action is needed.
Previous thread with image of the workflow
Now this is great if myself or other members of the team are only inputting a couple of items but I found out the hard way when i keyed in 20 or so items and received 20 individual emails which is irritating as you can imagine.
So on to my issue, I would like the email notifications to be grouped together in one email so it's more efficient and avoids the need for individual emails. So when one particular user creates or edits multiple records instead of separate email notifications I would like it all in one email. So is this possible while using SharePoint workflows? If it is possible and how would I go about expanding my current workflow to achieve this?
I have already asked this question in the dedicated SharePoint area to no prevail, I could really do with the help also if what I am asking is impossible then could someone at least say so.
Thanks very much to anyone who contributes and helps me with my problem.
If you are using SharePoint Designer , then this is not problem. This is because each workflow can access the data on which List Item the workflow is triggered.
However, this is definitely possible using a custom workflow or an event Receiver.
http://msdn.microsoft.com/en-us/library/ms437502(v=office.14).aspx
I am making a calender app where someone could edit a task.
I have a task which has got task name, description and due_date. This task has to be repeated on a quarterly basis. If someone goes to the task of the next quarter and clicks on the task, I want an object to be created at that point of time with due_date of this task so that other operations like editing can be done on it.
I am able to show the tasks on calendar but don't know how to start with saving the object thing.
Since I am using ice_cube to make recurring event I thought I could do it with persistence as per the wiki. However I seem to be stuck and don't know how to move forward.
It will be great if someone can point me on how to make this use case
The solution which is working for me is following :-
1) Identify that the event is recurring and not the one which is saved in the database (IceCube will help in this)
2) When click on the event which is recurring pass a parameter with the link (say recurring event)
3) Check in the controller if the parameter is recurring event then create a task in the backend and redirect to the show of that task (while creating the task fill the details of the task in the backend)
Hope this helps