Alert when a record expires

[shailendra001]

Hi all!

my objective is to set a work flow for records if they expires --- like a PNA no of client expires , on 12/20/2009 and user have to renew its client PNA --- can we create a work flow that send a alert message or Email to users before one month or before some days of expire that PAN no ----


Thanks and Regards
Shailendra

[andopes]

Hi Shailendra

You can create a Scheduled Task which runs every day.
This one can look for expired PNA no and send an email to some specific user.

Basically you need to:
1. Edit the file modules/Schedulers/_AddJobsHere.php
1.1. Add a new element into $job_status, like 'runAlertExpiredPNA';
1.2. Create a function whose name is the same you added into $job_status;
1.3. This function needs to include a script, like modules/Accounts/AlertExpiredPNA.
2. Create the script modules/Accounts/AlertExpiredPNA, this one will perform the logic
3. Go to Admin -> Schedulers and create a new one pointing to this new task, set up the frequency
4. Make sure the cron into your operating system work properly
5. Configure your cron to trigger the cron.php of your sugarcrm installation, as explained into Schedulers ListView

Regards