VTiger has a very flexible and powerful workflow/automation capabilities. Utilizing VTiger workflows, you can automatically schedule activities, tasks, send emails, updated fields, create records, invoke custom functions and much more. As we were working with automatically scheduling activities, we realized that there’s no way to set dynamic start/end time of the event/task. This mean, that every time there’s an activity created via workflow – the start/end time will either be “the time activity was created” or you have to preset the time to be e.g 8:00am.
One of our customers have a very strict SLA/change management process, which requires activities to be created right away and the start/end time set based on the time of the creation, meaning that “Start Time should be 60 minutes from now”. We have customized VTiger workflow actions (Add Task & Add Event) and added a new field next to “Start Time”, which allows user to enter duration in minutes and it is being used to set the Start & End Time of the event/task as it gets created. For example, when the ticket is opened, we automatically create 3 follow up events, each event being 1 hour apart, so the user can follow up on time and meet SLA requirements.
That’s just one of the VTiger customizations we’ve done – please give us a call if you need such solution or anything else related to VTiger.
VTiger has a very flexible and powerful workflow/automation capabilities. Utilizing VTiger workflows, you can automatically schedule activities, tasks, send emails, updated fields, create records, invoke custom functions and much more. As we were working with automatically scheduling activities, we realized that there’s no way to set dynamic start/end time of the event/task. This mean, that every time there’s an activity created via workflow – the start/end time will either be “the time activity was created” or you have to preset the time to be e.g 8:00am.
One of our customers have a very strict SLA/change management process, which requires activities to be created right away and the start/end time set based on the time of the creation, meaning that “Start Time should be 60 minutes from now”. We have customized VTiger workflow actions (Add Task & Add Event) and added a new field next to “Start Time”, which allows user to enter duration in minutes and it is being used to set the Start & End Time of the event/task as it gets created. For example, when the ticket is opened, we automatically create 3 follow up events, each event being 1 hour apart, so the user can follow up on time and meet SLA requirements.
That’s just one of the VTiger customizations we’ve done – please give us a call if you need such solution or anything else related to VTiger.
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