Notifications and cron

Run automatic goal notifications through cron

Allow the CRM cron to evaluate unnotified goals after each cron run.

Audience: CRM staffPermission: Administrator / Goals staffModule v2.3.0

Exact navigationAdmin Area → Setup → Settings → Cron Job and Admin Area → Utilities → Goals

Before you begin

Use the exact navigation above and confirm the intended record, tenant, customer, property, document or date range.
Confirm module activation and the stated permission instead of using another staff member’s account.
For public, email, provider, finance, signature or destructive actions, use a controlled test record before production use.

What this guide covers

Allow the CRM cron to evaluate unnotified goals after each cron run. These instructions follow the supplied module’s live menus, controller actions, form fields, model validation and downstream effects.

Exact step-by-step process

Sign in to the staff admin area and open Admin Area → Setup → Settings → Cron Job and Admin Area → Utilities → Goals.
Confirm that your account meets the access rule: Administrator / Goals staff.
Open the required record or configuration and review its current values before making a change.
Complete the displayed fields or action exactly as described in this guide.
Save, submit, download or confirm the action using the button presented by the module.
Reopen the source record and verify the expected status, output, notification, file or linked record.

Fields, choices and supported possibilities

Hookafter_cron_run

ScopeUnnotified goals only

Category/help-centre/category/goals-management/

Topic/help-centre/topic/goals-management-notifications-cron/

Code-backed validations and workflow rules

Success: percent >=100 and current date >= end date.
Failure: percent <100 and current date > end date.

Expected result and verification

The run automatic goal notifications through cron workflow completes without bypassing the module’s permission and validation checks.
The saved value, generated file, status, notification or linked CRM record is visible from the same workspace.
Any validation message remains visible until the source data or setting is corrected.

Security, privacy and operational checks

Use least-privilege staff access and do not use another person’s account to reach a hidden action.
Review personal, financial, identity and compliance data before sending, exporting or exposing it through a public link.
Test configuration, email, public forms, accounting effects and provider connections with controlled records before production-wide use.