YetiForceCompany / YetiForceCRM

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[Question] #12214

Closed bangde closed 4 years ago

bangde commented 4 years ago

I have created a workflow where emails should be sent out to leads that meet certain criteria. I have created the conditions and the task.

However, it seems like nothing has been executed. I have about 15 leads existing and was expecting that once I created the workflow it would work for the existing 15 leads currently on my system but nothing has happened.

I am not sure what I am doing wrong

I hope someone can guide me on how to get to the task to work on existing data already in the system.

I have noticed that there an area called to execute a task after __ days and modified times. I don't want to execute after days I want it to execute it immediately

How to excute task send an emaikl once requirments met

vovpff commented 4 years ago

What about schedule? Pls give screenshot

bangde commented 4 years ago

What do you mean schedule?

Where would I find this schedule?

I am still learning about this system

[image: screentShot.png]

On Mon, Dec 9, 2019 at 12:53 PM Vladimir notifications@github.com wrote:

What about schedule? Pls give screenshot

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bangde commented 4 years ago

Do you mean the cron schedule?

rskrzypczak commented 4 years ago

Check: cron: https://gitdeveloper.yetiforce.com/index.php?module=CronTasks&parent=Settings&view=List&block=15&fieldid=26 SMTP configuration: https://gitdeveloper.yetiforce.com/index.php?module=MailSmtp&parent=Settings&view=List&block=8&fieldid=105 Emails to send: https://gitdeveloper.yetiforce.com/index.php?module=Mail&parent=Settings&view=List&block=8&fieldid=104

vovpff commented 4 years ago

@bangde I mean screenshot of this page image Also pls check your any conditions. Choose has changed to instead is.

bangde commented 4 years ago

Hi there,

I have changed it from Only once, when all conditions are met

to the one below

[image: screenshot_to use.png]

let me know if this better for the workflow to work correclty

On Mon, Dec 9, 2019 at 2:38 PM Vladimir notifications@github.com wrote:

@bangde https://github.com/bangde I mean screenshot of this page [image: image] https://user-images.githubusercontent.com/8545791/70413032-6a900b00-1a67-11ea-8104-49eaa87462b5.png Also pls check your any conditions. Choose has changet to instead is.

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*Consulting* | IT Management |Outsourcing S.J.Consulting Group Asia Sheldon James | Managing Director Asia- Pacific

Regional Office66/F The Center, 99 Queen's Road Central, Hong Kong

Office: (852) 2824 8374 Direct: (852) 6704 0755 Email: sheldon@sjconsultinggroup.com Web: www.sjconsultinggroup.com

Philippines Branch Office 20/F, Zuellig Building Makati Ave. Corner Paseo de Roxas, Makati, 1226, Philippines

Office: +63(0)2465-9331 Mobile: +63 9276612268

Please consider the environment before printing this email.

vovpff commented 4 years ago

pls attach screenshot from github directly.