Scheduled LimeObject¶
This package was created for Lime CRM Work Order to support recurring creation of work orders based on a schedule. This includes things such as monthly inspections. But it can be used to create any lime type on a schedule.
Let's say you want to create to-dos to remember to book meetings:
- Set up your schedule title and description (for instance "Book meeting")
- Specify the schedule recurrence (for instance twice every year)
- Specify which records it should concern (company A, B and C)
You would now get separate to-dos for the selected companies (A, B, C) twice per year!
Features¶
- Create any limeobject based on a schedule
- Easy to use schedule editor
- Parameterization allows for creation of multiple limeobjects for every recurrence in the schedule
- Templating to substitute values in string- and text fields
- HTML pane that shows a listing of the limeobjects that will be created in the future
- Ability to run a schedule immediately, no need to wait for a scheduled task
- Creates history notes about created limeobjects