Weekly Check of Contacts’ Birthdays; Assigning Corresponding Tasks to Responsible Employees

This article describes how to implement a weekly check of upcoming birthdays of people from the contact list.

If there is a birthday, the user who is responsible for that contact is assigned a corresponding task.

In order for the business process to start every week, set the trigger of the start event to Timer. In the timer settings, set it to trigger once a week on a certain day. To get a list of contacts with birthdays and create corresponding tasks use the script given below.

Script with PublicAPI

Context variable:

context.List – Contact type variable with the List relationship type

Namespace:

1	using EleWise.ELMA.API;

Script text:

1 var contractors = PublicAPI.CRM.Contractor.Find(FetchOptions.All).ToList();
2 contractors.ForEach(contr =>{
3  var contacts = contr.Contacts.ToList(); //check all contacts in each contractor
4  contacts.ForEach(c =>{
5   if ((c.Birthday != null)&(contr.Responsible != null)) //select contacts that have a 
6 birthday and a responsible employee specified
7   {
8    if ((c.Birthday.Value.DayOfYear > context.WorkflowInstance.StartDate.Value.DayOfYear)&
9                                                (с.Birthday.Value.DayOfYear < 
10 (context.WorkflowInstance.StartDate.Value.DayOfYear + 7))) //select contacts whose birthday is on the weel following process start 
11 
12    {
13        //to display the list, add the contact to a context variable 
14
15         //"Contact" type with the "List" relationship type    
16         context.List.Add(k);
17         //create a task and fill in all required fields
18         var tsk = PublicAPI.Portal.TaskBase.Task.Create();
19                                                       
20         // you can specify any user as task author 
21          tsk.CreationAuthor = contr.Responsible;
22          tsk.CreationDate = DateTime.Now;
23          // depending on the due date, you can specify another task end date
24          tsk.EndDate=DateTime.Now.AddDays(1);
25          // as task executor, specify the employee resposible for the contractor
26          tsk.Executor = contr.Responsible;
27          // in the task subject specify whose birthday it is, and who is reponsible for
28           the conrtactor to whom the contact belongs
29          tsk.Subject = "Birthday of" + “c.Name” + " from " + contr.Name;
30          tsk.Description = " Any task description ";
31          tsk.Save();
32    }
33   }
34    });
35   });

Script without PublicAPI

For the script to work, connect the following assemblies:

Elewise.ELMA.Project

Elewise.ELMA.Documents

Elewise.ELMA.Documents.Docflow

Elewise.ELMA.Tasks

Namespaces:

1 using EleWise.ELMA.CRM.Models;
2 using EleWise.ELMA.Model.Common;
3 using EleWise.ELMA.Model.Managers;
4 using EleWise.ELMA.Tasks.Models;
5 using EleWise.ELMA.Tasks.Managers;
6 using EleWise.ELMA.Model.Services;

 Script text:

//check all contractors
var contractors = EntityManager<Contractor>.Instance.Find(FetchOptions.All);
contractors.ForEach(kontr =>{
//view the list of contacts of each contractor
  var contacts = kontr.Contacts.ToList();
  contacts.ForEach(k =>{
  //select only the contacts, for which a birthday and a responsible user are specified
    if ((k.Birthday != null)&(kontr.Responsible != null))
    {
//select only the contacts, whose birthday is within a week from the process start date                                     
        if ((k.Birthday.Value.DayOfYear > context.WorkflowInstance.StartDate.Value.DayOfYear)&
        (k.Birthday.Value.DayOfYear < (context.WorkflowInstance.StartDate.Value.DayOfYear + 7)))
          {
          //if you need to display the obtained list, add the contact to a context variable
      //of the Contact type with the List link type                                    
      context.List.Add(k);
      //create a task and fill in all the required fields
          var tsk = InterfaceActivator.Create<Task>();               
      //you can specify any user as the task author                                     
          tsk.CreationAuthor = kontr.Responsible;
          tsk.CreationDate = DateTime.Now;
          //depending on the date, you can specify another task due date
          tsk.EndDate=DateTime.Now.AddDays(1);
          //specify the user responsible for the contractor as the task executor
          tsk.Executor = kontr.Responsible;
          //in the task subject, specify who has a birthday and to which contractor this contact belongs
          tsk.Subject = "Birthday of " + k.Name + " from " + kontr.Name;
          tsk.Description = "Any task description";
          tsk.Save();
       }
     }
  });
});