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Creating individual workflow processes and define detailed automatization tasks for your CRM. Break out of the standard SuiteCRM workflow frame and extend your CRM with your very own, personal BI. No need of hiring external consultants doing your customizations; stop dealing with compatibility problems and communication issues that come with it. Save money and get done faster! Keep your CRM as it is meant to be, your CRM!

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#249 - Workflow task automation

Open Feature created by techassist 2 years ago

Hello,
I hope you are doing fine. I have been using the trial version of this plugin for a while now and I have a few questions to ask.

We currently use a paper based system to manage jobs and automate production. We use a contract which contains information of the client's order, this information is used to create job tickets. A job ticket is a document that highlights what the customer ordered and used for production process. 6 copies of the job ticket are sent to 6 different departments of the company so that the department head knows what is to be produced. Once the department head sees the job ticket, they appoint tasks to other employees to produce the products in a given period of time.

We'll like to get rid of the job ticket. We want that whenever a job is created the responsible people are notified of the job details and whenever someone is assigned a task relating to a unique Job, the person should be able to see the task in the dashboard and update the status of the task to ''complete'' or make comments about it. A job requires several tasks some of which depend on a preceding task.

  1. cm_sugar member avatar

    CM & Sugar Provider Affiliate

    2 years ago

    Right now it is a bit difficult to answer your question, since I don't really know, what is your exact question.
    Maybe you can point out a numbered list of the tasks, which should be done in which order and depend on what type of logical prerequisites.
    Right now I can say, it is possible to use E-Mails or Tasks records for notifications, as well as you can add records into the user dashboard, if you assign those to them.
    Further, you can specify task conditions, which would trigger a new task to obtain a task chain. But you need to know the fixed logical rules and they should be determined for each case.

    • techassist member avatar

      techassist

      2 years ago

      Hi,
      Thanks for getting back to me. A sample of task can be seen below; these are the steps required for JOB 123 to place an image on magnets for 200 orders.

      PROCESS - PERSON ASSIGNED - TIME TAKEN

      Week 1
      a. Take the pictures - Photographer - 4 hours
      b. Process the photos - Laboratory Staff - 2 hours

      Week 2
      c. Ripping - Justin - 1 hour
      d. Stuck on magnet sheets - Paul - 1 hour
      e. Cut - Vanessa- 50 mins
      f. Added to packages - Packagers - 1 hour

      This is a basic example, we will have many jobs with many orders that we want to manage all at once. We also want to be able to generate reports based on the time taken, tasks that are incomplete etc.

      Thanks.

    • cm_sugar member avatar

      CM & Sugar Provider Affiliate

      2 years ago

      Well at first you need to define an entrypoint, when your tasks should be assigned and start

      Thats the easy sequence top-down by priority all at the same time. I assume:

      1. condition: incoming order
        1.1 create task taking pictures for photographer
        1.2 create task process photos for laboratory

      2. condition: order is open and one week old
        2.1 create Task Ripping
        2.2 create Task stuck on magnet sheets
        2.3 create Task Cut
        2.4 create Task Packaging

      Thats the nested sequence top-down by priority after each completion. I assume:

      1. condition: incoming order
        1.1 create task taking pictures for photographer
        1.1 condition: task for type order and picture completed
        1.1.1 create task process photos for laboratory

      2. condition: order is open and one week old
        2.1 create Task Ripping
        2.1 1 condition: task for type order and riping completed
        2.1.1.1 create Task stuck on magnet sheets
        2.1 1.1 condition: task for type order and stuck completed
        2.1.1.1.1 create Task cut
        and so on...

      Executing Reports is not part of the Task Engine. For that you will need a report plugin or direct database queries.

  2. techassist member avatar

    techassist

    2 years ago

    Hi,
    Thanks!
    Setting up the workflow has been difficult to test.

    How can we get customization done from a member of CMS sugar? or view how existing workflows are working?

    We are still using the trial version of the workflow engine and we need to ensure that it is configured and works properly before we can subscribe to the paid plans. You can send me a message privately to discuss this in more details.

    Thanks!

  3. cm_sugar member avatar

    CM & Sugar Provider Affiliate

    2 years ago

    you can mail me to: roger.steinig@cm-sugar.org
    In general I can offer you further backend customizations, but I will need full access to your evironment. Next to it, I can check the workflows and configure them, if they align to your given specification. However, we will have to find an agreement based on the estimated effort and support you will need. Setting up that simple flows should be no problem at all.

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