{"id":13221,"date":"2016-09-07T10:21:31","date_gmt":"2016-09-07T10:21:31","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=13221"},"modified":"2016-09-07T10:21:31","modified_gmt":"2016-09-07T10:21:31","slug":"create-reminder-taskappointments-for-users-when-record-is-inserted","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/09\/07\/create-reminder-taskappointments-for-users-when-record-is-inserted\/","title":{"rendered":"Create reminder task\/appointments for users when record is inserted"},"content":{"rendered":"

Activities play an important role in business operations. In Sage CRM activities can be tasks, appointments, meetings and send email. We can associate activities with entities such as leads, Company, Person, Cases and Opportunities.
\nBusiness Users handle thousands of record activities every day. It is important for them to update or work on individual activities on time and complete. They can view their day to day activities on MY CRM calendar tab.
\nNew Stuff:\u00a0<\/em><\/strong>Handling Query Timeout Errors in Sage CRM<\/a> <\/span>
\nNow in this blog we are going to discuss how one can create automatic task or appointment when Case\/Opportunity record is inserted\/updated\/progressed in Sage CRM.
\nSage CRM Workflow is very powerful tool but one of the limitations is that Follow up Actions, such as ‘Create Task’ or ‘Create Appointment’<\/strong> cannot be invoked on Primary Rules as Primary rules are executed in line with record execution when compared with transactional and global workflow rules.
\nThe advantage of creating a reminder task or appointment is notify Users that they have task in hand assigned to then which needs to actioned. They can view tasks and appointments on their Calendar screen.
\nIf we have a business requirement that states a task or an appointment must be created when Opportunity or Case is inserted then Communication record must be inserted for reminder to complete the record on time without falling.
\nLet\u2019s say we have a requirement to create a communication record when new case is inserted in Sage CRM. Now to accomplish the requirement we can use Post Insert function of a Table level script on the Case entity.
\nFor this we would be required to.
\n1) Fetch Case details.
\n2) Create a new communication record by linking Case ID to this Communication record.
\n3) Create a communication link record by linking communication record created above to this record.
\nRefer sample code that can be implemented in Post Insert function of TLS.
\nvar newCaseRecord = CRM.FindRecord(“Cases”,WhereClause); \/\/’ WhereClause fetches record inserted ID.<\/em>
\n var intCaseId = newCaseRecord.Case_Caseid;<\/em>
\n var intCaseUserID = newCaseRecord.case_assigneduserid;<\/em>
\n var intPersID = newCaseRecord.case_primarypersonid;<\/em>
\n var intCompID = newCaseRecord.case_primarycompanyid;<\/em>
\nvar CommRecord = CRM.CreateRecord(“Communication”);<\/em>
\n CommRecord.Comm_ChannelId = CRM.GetContextInfo(‘user’,’user_primarychannelid’);<\/em>
\n CommRecord.Comm_Type = ‘Task’;<\/em>
\n CommRecord.Comm_Action = ‘ToDo’;<\/em>
\n CommRecord.Comm_Status = ‘Pending’;<\/em>
\n CommRecord.Comm_Priority = ‘Normal’;<\/em>
\n CommRecord.Comm_Note = “<Communication Note>”; \/\/’ Add required Communication Note<\/em>
\n CommRecord.Comm_Description = “<Communication Meesage>”; \/\/’ Add Communication description<\/em>
\n CommRecord.Comm_CaseId = intCaseId;<\/em>
\n CommRecord.SaveChanges();<\/em>
\nAbove code needs to be used upon inserting new record. If you have a business requirement which states to create task or appointment when record is progressed i.e. when we use Transactional or Global rules, one can simply use Create task or Create appointment<\/strong> feature available in workflow action.
\n\"Workflow<\/a>
\nFor more information on this refer our previous blog link below where we shared the information on creating a tasks through workflow with defined due period
\nCreating tasks through workflow with defined due period<\/a>
\nAbout Us
\n<\/strong>Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
\nGreytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>). It also offers best-in-class\u00a0Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.
\nFor more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.
\nAlso Read:<\/span>
\n<\/em><\/strong>1) New Feature in GUMU for Sage CRM \u2013 Sage 100 Integration \u2013 Quick Order Entry<\/a>
\n2) New Features of GUMU for Sage CRM \u2013 Sage 100 Integration<\/a>
\n3) Access Rights to create new Reports in Sage CRM<\/a>
\n4) What\u2019s New \u2013 Creating Grids in Sage CRM to display Sage ERP X3 Data on real time basis using GUMU Customizer \u2013 II<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Activities play an important role in business operations. In Sage CRM activities can be tasks, appointments, meetings and send email. We can associate activities with entities such as leads, Company, Person, Cases and Opportunities. Business Users handle thousands of record activities every day. It is important for them to update or work on individual activities\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[70,337,342,1,438],"tags":[],"class_list":["post-13221","post","type-post","status-publish","format-standard","hentry","category-communication","category-sage-crm-7-2","category-sage-crm7-3","category-uncategorized","category-worklfow"],"yoast_head":"\nCreate reminder task\/appointments for users when record is inserted - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/09\/07\/create-reminder-taskappointments-for-users-when-record-is-inserted\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create reminder task\/appointments for users when record is inserted - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Activities play an important role in business operations. In Sage CRM activities can be tasks, appointments, meetings and send email. We can associate activities with entities such as leads, Company, Person, Cases and Opportunities. Business Users handle thousands of record activities every day. 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