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Thread: Auto task creation

  1. #1
    chris.marsden is offline Sugar Community Member
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    Default Auto task creation

    Hi Guys,

    can any one point me in the right direction for this:

    I want to create an account and create tasks upon contract status changes or even have it a set time frame prcedure to create multiple tasks.

    any help appreciated?

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Auto task creation

    What is the version and flavor of your SugarCRM instance?

    Cheers
    André Lopes
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  3. #3
    chris.marsden is offline Sugar Community Member
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    Default Re: Auto task creation

    In on CE Version 6.2.3 (Build 6658)

  4. #4
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Auto task creation

    So you are talking about a custom module Contracts.
    It means you need to create a logic hook before_save on this module to do the trick.

    Best regards
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  5. #5
    chris.marsden is offline Sugar Community Member
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    Default Re: Auto task creation

    I figured a logic hook would be needed but i dont suppose you know of a tutorial exisiting example that i could use and adapt?, the modules i have are already set as "Tasks" and "Contracts"

    once a contract is set up I want it to auto populate to tasks a certain number of days after.

  6. #6
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Auto task creation

    Browse the Developer Guide

    Cheers
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

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