08-20-2019, 01:01 AM
I would recommend adding a new module for this. A module that would represent the measurements you want to register, the date and person who took them. This module would have a 1:m relation with the asset so it would appear as a related list in each asset.
Then you have two approaches to creating the regular task.
1.- You create the first measures record when you create the asset and have a workflow that automatically creates the next measurement record to be done on the next date. This record is en status "pending" and when it is marked "done", you trigger the same workflow to create the next record
2.- A Scheduled workflow retrieves all the measures whose time span has elapsed and creates new records for you every day
To notify of overdue tasks is easy with a workflow, you can have a look at the default calendar delayed workflow that does exactly that, it reminds you of a task due yesterday
As in point 2 above, you can create a scheduled workflow to notify about assets that require service and create tasks
Yes, very possible, this is a classic!
have a look here if there is some module that adapts to your needs as a starting point. Note that you could recycle some other module that you know you are not going to use, just change the relations and create custom fields in the layout editor
keep asking and let us know how it goes
Then you have two approaches to creating the regular task.
1.- You create the first measures record when you create the asset and have a workflow that automatically creates the next measurement record to be done on the next date. This record is en status "pending" and when it is marked "done", you trigger the same workflow to create the next record
2.- A Scheduled workflow retrieves all the measures whose time span has elapsed and creates new records for you every day
To notify of overdue tasks is easy with a workflow, you can have a look at the default calendar delayed workflow that does exactly that, it reminds you of a task due yesterday
As in point 2 above, you can create a scheduled workflow to notify about assets that require service and create tasks
Yes, very possible, this is a classic!
have a look here if there is some module that adapts to your needs as a starting point. Note that you could recycle some other module that you know you are not going to use, just change the relations and create custom fields in the layout editor
keep asking and let us know how it goes
Joe
TSolucio
TSolucio