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How to Generate Daily Reminder (Email Notificiation) by using Workflow RRS feed

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    Hello There,

    Could anyone help me to figure out how CRM can generate Daily Reminders if the Case Status Reason is on "OnHold" or "In Progress" until it resolve. User should keep getting email notification on Daily Basis.

    Kindly help me consider this is top urgent for me.

    Kind Regards,
    Syed

    Wednesday, February 27, 2013 9:39 AM

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    Hi Syed,

    In my opinion daily recurring tasks can best be solved by simple, plain batch jobs. Create a console application, schedule it using the Windows Task Scheduler and you're done.

    However, many developers will advise using workflows for this task, despite the fact that workflows in CRM do not support the construction of conditional loops. Actually, it can be done by workflows, but it requires some tricks and you must be very careful to not create infinite loops (workflows triggering workflows etc.). Also, when the CRM system has to manage large amounts of active workflow instances, this can have some impact on the performance of your system.

    Regards,

    Henk

    Henk van Boeijen

    Wednesday, February 27, 2013 9:55 AM
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    After you created a workflow (on create of case), place a wait condition (one day). Then check the condition (if open) send an email. Then call a child workflow. You have to create another child workflow similar to what I said. Then call these workflows from each other. This sends notification emails until it closes.

    BTW, this recursive workflows do not have any impact on Async process!

    If the answer helped you, remember to mark it as answer.

    Wednesday, February 27, 2013 9:56 AM
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    Another way would be make a web service to be run by windows schedular during mid night. This service will check all case and will send email the owner where status is open.

    Regards Faisal

    Wednesday, February 27, 2013 10:04 AM

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    Hi Syed,

    In my opinion daily recurring tasks can best be solved by simple, plain batch jobs. Create a console application, schedule it using the Windows Task Scheduler and you're done.

    However, many developers will advise using workflows for this task, despite the fact that workflows in CRM do not support the construction of conditional loops. Actually, it can be done by workflows, but it requires some tricks and you must be very careful to not create infinite loops (workflows triggering workflows etc.). Also, when the CRM system has to manage large amounts of active workflow instances, this can have some impact on the performance of your system.

    Regards,

    Henk

    Henk van Boeijen

    Wednesday, February 27, 2013 9:55 AM
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    After you created a workflow (on create of case), place a wait condition (one day). Then check the condition (if open) send an email. Then call a child workflow. You have to create another child workflow similar to what I said. Then call these workflows from each other. This sends notification emails until it closes.

    BTW, this recursive workflows do not have any impact on Async process!

    If the answer helped you, remember to mark it as answer.

    Wednesday, February 27, 2013 9:56 AM
    Moderator
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    Another way would be make a web service to be run by windows schedular during mid night. This service will check all case and will send email the owner where status is open.

    Regards Faisal

    Wednesday, February 27, 2013 10:04 AM
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    Hi,

    Still if you want to acheive in workflow here is another approach.

    1. Create a new date time field 'Next Check Time' .

    2. Add a script which triggers on save of create form to update Next Check time to 24 hrs from create time.

    3. Create a workflow which would trigger on update of Next Check time.

    4. In the workflow wait for the Nextcheck time (24hr) then check status according to requirement . Update the next check time to reschedule it for next day.

    5. Everytime the Next Check time attribute is updated through workflow will create another workflow instance which will wait for 24 hrs hereby sending reminders daily

    Regards,

    RAVI

    • Proposed as answer by Jason Benedetti Wednesday, February 27, 2013 11:27 AM
    Wednesday, February 27, 2013 10:58 AM