Multiple Activity Reminder

Hi,

I am wanting to create an email which is generated at the start of the week, which sends out a list of filtered activities my engineers have scheduled that week.

Logic will be:

  1. Read all Activity records which have a start date of This Week
  2. Only those that have a project connection (this I have already worked out)
  3. Send email to the Activity Owner
    1. Detail includes the following example content, where the format is Date - Activity Subject - Project Name and there are multiple entries according to how many activities that user has to perform that week.
      1. 16/12/2019 12:00pm - Create design document for installation - Project: Acme application 10 day consultancy
      2. 17/12/2019 9:00am - Onsite delivery for Kalamazoo - Kalamazoo Migration to O365
  4. Repeat each Sunday at 11pm

The issue I have is how to create the single email to be sent to each engineer with there weeks schedule in an email. I am hoping this can be done in a Process.

thanks

Mark

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1 comments

Dear Mark,

The required functionality can be implemented through development. In order to do it please use the “Script task” business process element. Please find more information about the element in the article by the link below:

https://academy.creatio.com/documents/technic-bpms/7-15/script-task-process-element

In order to implement the functionality it is necessary to do the following: for each employee select all the activities, where he is the owner and create the body of the email. Then send the emails to every employee using the “EmailSendService” service. In order to cycle through all employees it is necessary that they all belong to the same group. Please find additional information in the articles by the links below:

https://community.creatio.com/questions/business-process-script-task

https://community.creatio.com/questions/business-process-script-task

https://academy.creatio.com/documents/technic-sdk/7-15/entityschemaquery-class-adding-columns-query

If you have any further question, please contact technical support.

Best regards,

Norton

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