Results 1 to 8 of 8
Like Tree1Likes
  • 1 Post By chrislynch8

Thread: Time Based Workflow not Triggering

  1. #1
    allan.pacheco is offline Member
    Join Date
    Feb 2010
    Posts
    8

    Default Time Based Workflow not Triggering

    I have created a time based workflow with a target module of Project Tasks. I am trying to get the workflow to trigger off of a milestone in the project that has passed (gone beyond the specified Finish Date).

    Here is what i have done:

    I created a workflow definition with the target module of Project Tasks and set the execution to be After Time Elapses.
    I then created a condition as follows: When Finish Date was more than '4hours' ago.
    I then create an alert to send an email to a specified user.

    I have tried several variation of this and i cannot get the workflow to trigger. I have confirmed that that workflows are working because i have successfully created several other workflows based off saving a record.

    Thanks in advance........

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
    Join Date
    Jul 2006
    Location
    São Paulo - Brazil
    Posts
    8,335

    Default Re: Time Based Workflow not Triggering

    Which version are you using?

    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.

  3. #3
    allan.pacheco is offline Member
    Join Date
    Feb 2010
    Posts
    8

    Default Re: Time Based Workflow not Triggering

    I am using Version 5.5 Build 6653

    Sugar Professional

  4. #4
    eggsurplus's Avatar
    eggsurplus is offline Sugar Community Member
    Join Date
    Dec 2005
    Location
    Minnesota
    Posts
    2,343

    Default Re: Time Based Workflow not Triggering

    Do you have the cron job set up correctly so that the Sugar scheduler will run?

    http://www.sugarcrm.com/wiki/index.p...ux_or_Mac_OS_X
    http://cheleguanaco.blogspot.com/200...explained.html

  5. #5
    allan.pacheco is offline Member
    Join Date
    Feb 2010
    Posts
    8

    Default Re: Time Based Workflow not Triggering

    I believe so.

    I checked the scheduler under the Admin section and it has an entry for "Process Workflow Tasks" as often as possible and it shows in the log that it has been running several times a day.

    Is this all that has to be setup.

  6. #6
    chrislynch8's Avatar
    chrislynch8 is offline Sugar Community Member
    Join Date
    Oct 2007
    Location
    Cork, Ireland
    Posts
    747

    Default Re: Time Based Workflow not Triggering

    This is an issue I recently had. Contacting support I found out that a Time Based workflow only works on records that are created after the workflow is created or in old record if you update the date fields.

    That is to say edit the Project change teh dates, save it , then edit again to addthe correct dates.

    here is my Feature Request http://www.sugarcrm.com/crm/support/...4-4b575d1c4e86

    Rgds
    Chris
    sugarAdam likes this.
    Linkedin Profile:Chris Lynch

    FDC IT Solutions
    FDC House
    Wellington Road
    Cork
    Ireland

  7. #7
    roxtec's Avatar
    roxtec is offline Sugar Community Member
    Join Date
    Jul 2007
    Location
    Hamburg Germany
    Posts
    122

    Default Re: Time Based Workflow not Triggering

    Hi Chris,

    you are right. I found out the same when i created a workflow for opportunities they are over the expected close date bit still ongoing in the Sales Stage. it works only for This records we created after the new workflow.

    BR matthias
    --
    Best regards

    Matthias Brück
    IT Manager, CRM Specialist IT Dep.
    Roxtec Int. AB
    +49 1724392462
    matthias.brueck@de.roxtec.com

    http://www.roxtec.com

    WE SEAL YOUR WORLD

  8. #8
    allan.pacheco is offline Member
    Join Date
    Feb 2010
    Posts
    8

    Default Re: Time Based Workflow not Triggering

    That did it..

    Thanks for the insight.

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. recurring time based workflow
    By alanholmes in forum Help
    Replies: 1
    Last Post: 2010-12-08, 12:17 PM
  2. Replies: 2
    Last Post: 2010-01-21, 09:11 AM
  3. Workflow: Time based workflows
    By cpscdave in forum Developer Help
    Replies: 2
    Last Post: 2008-01-31, 03:50 AM
  4. Workflow triggering outbound email
    By mericson in forum Sales Force Automation
    Replies: 11
    Last Post: 2007-07-15, 04:51 PM
  5. Triggering a workflow process via an email?
    By Buckie in forum General Discussion
    Replies: 0
    Last Post: 2006-01-12, 07:09 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •