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Hi all,
I have a workflow where I send emails on action. Looking into the communication list, the email log seems to be duplicated. Looking into the table Communication, the row content are the same but the Comm_CommunicationId is different. Is this…
Hi All,
problem background: Salesperson B create a lead. At this point, the lead can only be seen by Salesperson B, and send to manager for approval.
After review the lead, the manager then decided that this Lead is not ready to be process due to…
Hi all,
I want to create a Lead approval workflow. It is consist of few stages: Start, approved, not approved, resubmit, and Final Rejection.
I do not want to allow the Lead to be Converted to Opportunity until it comes to the final state: Approved…
Hi
Probably I’m missing something, but I don’t find a simply way to do this.
I’m wondering if exists a easy way to check availability of a transition workflow rule depending of a date field in the same way as we can do on the escalations rules.
…
Hi all,
I would like to export a workflow from a test CRM site and import it in a live CRM site, is there any way to export and import it instead of creating it again?
Thank you.
This is article is based on a customer need to display workflow buttons in a an ASP page that handles company records.
Below you can see that I have created a partial rebuild of the company summary screen.
Since this example is based on the Company…
One of the challenges that a developer will face when working with Self Service or with an external Application using the SOAP Web Services interface is that workflow is not fully covered by the APIs.
Self Service and Workflow
Self Service uses the…
The requirement to allow the user to fall back to an earlier point in the workflow is usually handled by looping. We can see from the diagram below how a workflow can allow a user to drop back and repeat or cycle through certain workflow states again…
This is some code from an asp page designed to be used in a cross entity workflow. The original page forms part of an Opportunity Workflow. But the actual code here was in an ASP page is called from a rule associated with the communication entity.
The…
Workflows in Sage CRM can become long and a user may wish they had a version of the diagram that is available when the workflow is constructed. You can see from this image below that an extra button has been added to the Opportunity screen.
In this…
The diagram below contains the objects, methods and properties that are the main ones used in the internal COM API of Sage CRM. These objects can be used in field level scripts; Create and Validate and also in TableLevel scripts and Workflow JScript conditions…
Below is a very simple example of a self service page that allows a case belonging to an authenticated visitor to be edited.
The ASP code is found below. The code is comment and discussed below.
" HREF=\"eware.css\"> ";
var Body="";
var…
Sage CRM has a very powerful internal workflow engine. A workflow may control the processing of data from the initial insertion of the record through to its final state. The user-driven aspect of a workflow is created from a mixture of workflow rules…
