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Automatic Actions

Last post 12-02-2010 2:40 PM by LaCrews. 4 replies.
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  • 12-02-2010 10:11 AM

    Automatic Actions

    Is there an event that would trigger an action set without a user being logged in?  For example at 6:00 am each day an action set would process and send email regarding a users activities for the day.

    Mark Crews
    Cloud Consultancy
    Principal and Developer


    • 2012 MethodCRM Partner of the Year

    • 2012 MethodCRM Community Excellence Award

    • 2011 MethodCRM Community Excellence Award


    Visit our website to find out about our training, support, and customization services.
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  • 12-02-2010 10:42 AM In reply to

    Re: Automatic Actions

    Mark - no not yet. I know exactly what you are asking for and why you are asking for it.  We just don't have a "Scheduled Tasks" feature in there. 

    We use Method ourselves to run our company (suprise suprise)......and what we do is have a windows service as a scheduled task in windows that uses the MethodAPI to run daily tasks - such as all the billing for Method users.  This for us is a temporary solution as we want to run it directly in Method the way you are referring to - it just isn't in our immediate roadmap, and I have no updates on when we'll have a feature like that in there.

    Paul

     

  • 12-02-2010 11:35 AM In reply to

    Re: Automatic Actions

    Paul

    There's that API word again but I've got a thought that might make this an easy feature to add.  Suppose there was an action set that was tied to the sync engine.  Something like that must happen to generate the QB reports.

    Mark Crews
    Cloud Consultancy
    Principal and Developer


    • 2012 MethodCRM Partner of the Year

    • 2012 MethodCRM Community Excellence Award

    • 2011 MethodCRM Community Excellence Award


    Visit our website to find out about our training, support, and customization services.
    website: cloudconsultancyllc.com
    blog: cloudconsultancyllc.com/blog/
    ph: 434.326.1601
    e: support@cloudconsultancyllc.com

    What is Method?
  • 12-02-2010 1:37 PM In reply to

    Re: Automatic Actions

    Answer

    That would be a possible quick way of doing it.  But here's my thoughts:

    1. We can't guarantee the sync engine will be open - so users depending on the daily task will find it undependable.

    2. There's an authentication problem - since we need to create a security token in order to open a screen. Right now there is no way to do this without actually signing into Method.  If there is no authenticated security token the page doesn't run.

    Ultimately here's how I think it would work best:

    1. In the designer screen, under Advanced, it has a "Open this screen and run the screen load action daily/weekly/monthly starting on dateX, using the login of UserY" feature.

    2. When that gets saved, it also gets entered into a database on our server as a scheduled task.

    3. Every hour, an external web server looks for scheduled tasks on the server, and then connects to your database, makes sure your screen is still there, requests a security token, and then opens your screen silently on the external web server.

    4. It sends you an email notification that the scheduled task was complete.

    5. It schedules the next occurrence of the scheduled task.

    6. It moves onto the next scheduled task for the next company account.

    7. After all scheduled tasks are complete it shuts down and waits to be activated again.

    It's a big job for us to do properly, because ultimately we would want to run the webpage through code, rather than actually loading it in a real browser...........and I'd much rather wait for us to do this properly than to give you a quick fix.

    Paul

  • 12-02-2010 2:40 PM In reply to

    Re: Automatic Actions

    Paul

    Thanks for the reponse and I agree that properly is better than a quick fix.

    Mark Crews
    Cloud Consultancy
    Principal and Developer


    • 2012 MethodCRM Partner of the Year

    • 2012 MethodCRM Community Excellence Award

    • 2011 MethodCRM Community Excellence Award


    Visit our website to find out about our training, support, and customization services.
    website: cloudconsultancyllc.com
    blog: cloudconsultancyllc.com/blog/
    ph: 434.326.1601
    e: support@cloudconsultancyllc.com

    What is Method?
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