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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.
Problem details
How do I set up an escalation rule in CRM so that once a case is logged in CRM, an email is sent to the client and the assigned consultant?
Solution
Add an email workflow action on the primary workflow rule to email the required…
The links in this article were corrected 22nd May 2009.
Oh how angry I get with myself sometimes. I am a very stupid person. Someone sends me an email entitled 'a quick question' and in my idiocy I start trying to answer the question and look up nearly…
I have discussed in a previous article the structure and purpose of the SQL clause of an Escalation rule. e.g.
(quot_IsQuote is not null) AND UPPER(RTRIM(quot_Status))=UPPER(RTRIM(N'Active')) AND (Escl_DateTime<#T And Escl_UserID=#U)
We know that…
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…
I found this a very interesting issue. If you have created an escalation rule outside a workflow you will not be able to find a place where the component manager script can be generated. So how or where can you get the script of an escalation rule that…
Do these rules auto filter to items at that state in workflow?
Forexample, I want an escalation rule to auto advance items to the next workflow state if condition is met.
However, once condition is met, it will always be met.
So before I create control…
