Automatically Completing To-Dos
Learn about the To-Dos server jobs.
To-dos created for CRM.server are carried out by the MonitorTodosJob
as defined in the settings.server.xml file:
<!--
Execute open todos for the crm.server user (every three minutes)
-->
<Job schedule="*/3 * * * * " type="update.Crm.Server.Jobs.MonitorTodosJob,update.Crm.Server" />
If the schedule
attribute is undefined, the MonitorTodosJob
checks for due to-do records of Type "Calculate" every minute.
To-do records are automatically created with all necessary parameters by various Aurea CRM features (e.g. mass data operations, background queries etc.) and by the business logic respectively.
To (manually) define a to-do for CRM.server:
- Add a To-Do (TD) record.
- Specify the following:
-
Rep/Group: the CRM.server userNote: For to-dos created in Aurea CRM web the CRM.server user specified by the
UpdateServer.RepID
Web Configuration parameter (for the current configuration) is automatically entered. - Type: "Calculate"
- Due on/at: The date and time the job should be completed.
-
Rep/Group: the CRM.server user
- Specify the task or workflow that should be carried out:
-
Task: Enter the to-do type and its parameters in the
Text field, e.g.
14
;MA
or0;;2014;2014;
etc.For a list of available types and their parameters, see To-Do Types.
Use a semicolon as separator. To include a semicolon in a parameter, you need to escape it by entering "\;".
-
Workflow:
- Select "Workflow" as Execution Type.
- Select the desired workflow format in the Execution Format field.
- Enter the parameters in the Text field.
Notes: The Hidden option must be enabled for the workflow in the workflow's General Settings.
The workflow is executed in the to-do records context, i.e. data entered in the to-do record can be read and used in the workflow.
Note: The Hidden option must be enabled for the workflow in the workflow's General Settings. The workflow is executed in the to-do records context, i.e. data entered in the to-do record can be read and used in the workflow. -
Task: Enter the to-do type and its parameters in the
Text field, e.g.
- Save the To-Do record.
The to-do is carried out as follows:
- CRM.server polls for due to-do records as specified in the settings.server.xml file.
- CRM.server enters the Starts on/at time.
- CRM.server completes the task.
- Once the task is completed, the to-do record's Status is set to "Completed" and the Ends on/at time is entered.
- A message is sent to the rep entered in the Assigned by Rep ID field in the to-do record informing the rep that the task is complete. The message includes a link to the to-do record.