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Smart Task - criteria

New Member
Posts: 5
Country: Romania

Smart Task - criteria

Hello,

 

Does assigning criteria to a Smart Task runs that Smart Task to al Contacts that meet the criteria?

 

I expected to see in the Status all the contacts that meet my criteria instead I see only the contacts that I manually assign a Smart Task by Schedule-Run Smart Task.

 

Could anyone tell me if I am doing something wrong?

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Smart Task - criteria

If you are running a Smart Task manually - it will not use the criteria that is defined, it will present the options of 'Selected Records, Current Lookup, or All Contacts'.

 

For more information on managing Smart Tasks visit this article: KB Article 26944

 

 

Greg Martin
Sage
New Member
Posts: 5
Country: Romania

Re: Smart Task - criteria

Hy,

That is the point. I do not want to run them manually, but for some reason the Smart Tasks do not run unless i use the manual run.

 

I have enabled the Trigger, the Criteria and Auto Run.

 

Hope I can get to the bottom of this.

 

Thanks.

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Smart Task - criteria

We have seen that Smart Tasks will not run when some Windows Critical updates have not been applied (particularly .net updates).  Make sure you have applied all critical updates and then check your scheduled Smart Tasks.

Other things:

- The database must be open at the time the Smart Task is scheduled.

- If you have altered the criteria for the Smart Task > disable Auto-Run > then re-enable 'Auto-Run'

Greg Martin
Sage