Is it possible to create a workflow that will create a task based on a birth date field? A client would like birthdays added to the Sugar calendar so users can reach out to them on this day. Any help would be greatly appreciated.
Hi Kaleb Dague
Under ENT 7.6 or greater it is easily possible through Process Author + SugarLogic. Find bellow the instructions:
Create a custom integer field on Contacts days_until_birthdate and setup the formula:
This field doesn't need to be displayed on layout.
Create a Process Definition which check if the value of that field is "0" or "1", maybe, and then create a Task.
Thanks Andre. This seems to work when I use this years date for the birth date such as 9/21/2017. But, if I am storing birthdays as 9/21/1981 then it does not work. Any suggestions?
Thanks in advance!
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