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How to create a system job or Scheduled workflow? RRS feed

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    Trying to be simple here. I would like to create something... A system job or automated workflow to run say at 7am each business day and send an email to owners of cases who have not been updated in 4 days.

     

    I have my modified on date created, it will update with note additions as well. I cant find a way to make a workflow to start automaticaly at 7am so i was thinking system job but not sure how. 

    Also my programing skills are weak but i can learn. If there is a guide anywhere or any info on how to do this sort of thing please let me know.

    Thursday, December 2, 2010 2:23 AM

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    Hi Steve,

    How about using a scheduled SQL Reporting services report or a scheduled Send Email Stored Procedure that runs daily at 7am. You source data for the report or storedProc would look something like this.

    select a.*, b.internalemailaddress
    from filteredIncident a left join filteredsystemuser b on a.ownerid=b.systemuserid
    where a.modifiedon > getdate()-4 and a.statuscodename = 'In Progress'

    Eric UNG [Senior Analyst Programmer :: Sydney, Australia]
    Thursday, December 2, 2010 12:29 PM
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    Check out http://mscrmbyutne.blogspot.com/2009/06/how-to-schedule-maintenance-jobs-with.html for a post that discusses how to create a solution that will give you "scheduled" workflows.  It is not perfect and has the potential to impact the performance of CRM but it does work.
    Thursday, December 2, 2010 4:19 PM

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  • Question
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    Hi Steve,

    How about using a scheduled SQL Reporting services report or a scheduled Send Email Stored Procedure that runs daily at 7am. You source data for the report or storedProc would look something like this.

    select a.*, b.internalemailaddress
    from filteredIncident a left join filteredsystemuser b on a.ownerid=b.systemuserid
    where a.modifiedon > getdate()-4 and a.statuscodename = 'In Progress'

    Eric UNG [Senior Analyst Programmer :: Sydney, Australia]
    Thursday, December 2, 2010 12:29 PM
  • Question
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    Check out http://mscrmbyutne.blogspot.com/2009/06/how-to-schedule-maintenance-jobs-with.html for a post that discusses how to create a solution that will give you "scheduled" workflows.  It is not perfect and has the potential to impact the performance of CRM but it does work.
    Thursday, December 2, 2010 4:19 PM