Hi community,
I have a business case where I need to create an activity based on a date that is defined by the user in a custom section.
The activity should be created on that day and not before, and this date is defined one year in advance and during that period the date can be updated.
What is the best way to achieve this? In the past I have created a business process that every day iterates over all the records of the custom section, compares the date parameter with today and if it is equal send an email or creates an activity on that day.
Is there a better more out of the box way to have a condition to activate business process when date of record of custom section = today?
Something similar to the reminders on the activities? these are triggered on that specific date/time.
Thanks,
Luis
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Dear Luis,
In general, you can add a trigger to the quartz (scheduler) by mean of development that would trigger a needed process on a needed time. But, considering that it is likely that you have a lot of such activities and the trigger for every single one of them would be waiting for a year, this way you would have lots of hanging triggers which is pretty bad for the system so it's not really an option in your case. Unfortunately, having a process that would run every day and loop through all records in the section is the most optimal solution for your task.
Hi Dennis,
Thanks for the confirmation that this is the best approach.
Rgds,
Luis