CRM.Server To-Dos

For each mass data operation CRM.Server creates a To-Do record that is executed according to the settings configured for maintenance jobs.

The text of the To-Do contains the following:

  • Edit: 14;<infoAreaId>;<optional sequence> e.g. 14;FI or 14;MA;2d
  • Delete: 15;<infoAreaId>;<optional sequence> e.g. 15;FI or 15;NO;3m
  • Delete without Communication: 16;<infoAreaId>;<optional sequence> e.g. 16;FI

    <optional sequence>: Use this optional parameter to perform mass data operations periodically. Format: 3d = every 3 days, 2m = every 2 months - case-insensitive, see examples above. In order to be able to use this functionality, you have to create a dialog where the To-Do text and the due/end dates can be entered.

Use the Web Configuration parameter Maintenance.BulkExecutionStart to schedule mass data operations for a specific time, see Maintenance.BulkExecutionStart. Otherwise, the CRM.Server To-Do is added to the queue. CRM.Server executes polls for new To-Dos once a minute.

The search criteria and the fields and values to be changed for Edit are stored in two XML files query.xml and defaultvalues.xml and linked to the To-Do record.

All records that meet the defined conditions at the moment CRM.Server executes the query are updated or deleted.

Note: The To-Dos are executed within the user context, i.e., they are performed using the access rights of the user who defined and launched the mass data operation.

The update or deletion processes are logged in the Process Tracking (T3) info area for module "server". The Text field contains the rep ID of the user that started the mass data operation.

After the update or deletion process has been completed, you receive a message.

Errors are logged in the massdata_log.txt file stored in the Aurea CRM database. The log file is linked to the message: For each record that could not be processed, it contains a line <error number>: <reference text> | <update protocol web URL to record>.

For a list of error codes and their meaning, see CRM.Core Administrator Guide.